Fundamentals - H&R Block (HRB)

Segments are charted by their disclosed metrics (revenue, segment profit, etc.). Each line is a single segment. Reconciliation/corporate items are excluded. Major customers are shown as a percentage of revenue. Operational KPIs are grouped by metric concept; sub-metrics appear as separate lines.

Geographic Segments

Business Unit / Product Segments

Major Customers (% of Revenue)

No major-customer concentration data found.

Operational KPIs

Financial advisors (advisors)

ARPU (arpu)

Assets under administration (aua)

Assets under management (aum)

Peace of Mind deferred revenue (backlog)

No 10-K data

DIY net average charge growth (basket_size)

No 10-K data

Loan sales (bookings)

No 10-K data

Investment branch offices (branches)

Committed credit facility (capacity)

No 10-K data

Representation and warranty claims received (claims_count)

No 10-K data

Fee-based accounts (customers)

H&R Block branded bank card accounts (customers_served)

Customer banking deposits (deposits)

Employee engagement (engagement)

RSM McGladrey employees (headcount)

Mortgage loans held for sale (inventory_units)

No 10-K data

Mortgage servicing portfolio (loans_outstanding)

Loan loss reserve as % of mortgage loans (loss_ratio)

No 10-K data

Assets added via partners (net_flows)

No 10-Q data

Net interest margin (net_interest_margin)

Non-accrual loans (nonperforming_loans)

RSM McGladrey offices (offices)

No 10-Q data

Commitments to fund mortgage loans (order_book)

Mortgage loans originated (orders_received)

30+ days past due (other)

No 10-K data

AFS securities to be liquidated (other)

No 10-K data

Accounting firms in Business services (other)

No 10-K data

Accrued contingent losses (other)

No 10-K data

Accrued litigation liabilities (other)

No 10-K data

Accrued representation and warranty liability (other)

No 10-K data

Accuracy guarantee liability (other)

No 10-K data

Active tax partners (other)

No 10-Q data

Adjustable-rate mortgage share (other)

No 10-Q data

Adjusted EBITDA (other)

No 10-K data

Adjusted net worth (other)

No 10-K data

Advisor production revenue (other)

No 10-Q data

Advisor productivity (other)

No 10-Q data

Allowance for credit losses (other)

No 10-K data

Allowance for doubtful accounts (other)

No 10-K data

Allowance for loan losses (other)

Allowance for loan losses ratio (other)

No 10-K data

Amortization of intangible assets (other)

No 10-K data

Annualized pretax return on average assets (other)

No 10-K data

Annualized productivity per advisor (other)

No 10-K data

Antidilutive shares excluded (other)

No 10-K data

Assisted net average charge (other)

No 10-K data

Assisted return volume (other)

No 10-K data

Assisted return volume growth (other)

Assisted returns growth (other)

No 10-K data

Assisted tax return volume (other)

No 10-K data

Assisted tax return volume change (other)

Assisted tax return volume growth (other)

No 10-K data

Assisted tax returns (other)

No 10-Q data

Assisted tax returns prepared (other)

No 10-Q data

Assisted volume growth (other)

No 10-Q data

Australian returns prepared (other)

No 10-Q data

Australian tax returns (other)

No 10-Q data

Australian tax returns prepared (other)

No 10-Q data

Available-for-sale securities (other)

Average FICO score (other)

No 10-K data

Average advisor productivity (other)

No 10-Q data

Average assets per account (other)

No 10-Q data

Average assets per active account (other)

Average assets per active fee-based account (other)

No 10-K data

Average assets per brokerage account (other)

Average assets per fee-based account (other)

No 10-Q data

Average assets per fee-based active account (other)

No 10-K data

Average assets per traditional brokerage account (other)

No 10-K data

Average charge per return (other)

No 10-K data

Average client payable balances (other)

No 10-K data

Average commission per trade (other)

Average customer payable balances (other)

No 10-K data

Average customer payables (other)

No 10-Q data

Average debt-to-income ratio (other)

No 10-K data

Average delinquency rate (other)

Average fee per client (other)

No 10-Q data

Average fee per return (other)

No 10-Q data

Average investments (other)

No 10-K data

Average loan balance (other)

No 10-Q data

Average loan size (other)

Average loan-to-value (other)

Average loan-to-value ratio (other)

No 10-K data

Average margin balances (other)

Average margin per person (other)

Average mortgage loan balance (other)

No 10-Q data

Average mortgage loan size (other)

No 10-Q data

Average non-prime loan size (other)

No 10-Q data

Average revenue per fee-based account (other)

No 10-Q data

Average revenue per trade (other)

Average servicing portfolio (other)

Average tax preparation charge (other)

No 10-K data

Avg assets per account (other)

No 10-Q data

Avg margin per person (other)

No 10-Q data

Balance due loan products (other)

No 10-Q data

Bank card accounts sold (other)

No 10-Q data

Bank cash balances (other)

No 10-K data

Bank efficiency ratio (other)

Bank leverage ratio (other)

Bank pretax return on assets (other)

No 10-Q data

Bank return on average assets (other)

No 10-K data

Bank return on equity (other)

No 10-Q data

Bank total assets (other)

Banking efficiency ratio (other)

Billed rate per hour (other)

No 10-Q data

Broker locations served (other)

No 10-Q data

Broker-dealer net capital (other)

Business Services average margin per person (other)

No 10-K data

Business Services chargeable hours (other)

No 10-K data

Business Services chargeable hours per person (other)

No 10-K data

Business Services net billed rate per hour (other)

No 10-K data

Canada CashBack returns (other)

No 10-Q data

Canadian dollar borrowings (other)

No 10-K data

Canadian returns prepared (other)

No 10-Q data

Canadian tax returns (other)

No 10-Q data

Canadian tax returns prepared (other)

No 10-Q data

Carrying value of MSRs (other)

No 10-K data

Cash Back receivables (other)

No 10-K data

Cash Back receivables aged (other)

No 10-K data

Cash and cash equivalents (other)

No 10-K data

CashBack discounted returns (other)

No 10-Q data

CashBack returns discounted (other)

No 10-Q data

Chargeable hours (other)

Chargeable hours per person (other)

Claims asserted for representation breaches (other)

No 10-K data

Claims denied rate (other)

No 10-K data

Claims subject to review (other)

No 10-K data

Closing ratio (other)

Commercial paper outstanding (other)

No 10-K data

Committed line of credit (other)

No 10-K data

Committed line of credit availability (other)

No 10-K data

Committed line of credit borrowings (other)

No 10-K data

Committed line of credit capacity (other)

No 10-K data

Common shares outstanding (other)

No 10-K data

Common shares repurchased (other)

No 10-K data

Common stock shares outstanding (other)

No 10-K data

Company-owned return volume growth (other)

No 10-K data

Company-owned tax return volume growth (other)

No 10-K data

Company-owned tax return volumes (other)

No 10-K data

Compensating balances (other)

No 10-K data

CompuServe shares owned (other)

No 10-K data

Consumer Financial Services annualized productivity per advisor (other)

No 10-K data

Consumer Financial Services average revenue per trade (other)

No 10-K data

Contingent consideration (other)

No 10-K data

Contingent loss accrual (other)

No 10-K data

Credit card accounts (other)

No 10-Q data

Credit card accounts issued (other)

No 10-Q data

Credit card line commitments (other)

No 10-K data

Credit cards issued (other)

No 10-Q data

Credit facility availability (other)

No 10-K data

Credit losses incurred (other)

No 10-Q data

Cross-service revenue (other)

No 10-K data

Cross-service revenue mix (other)

No 10-Q data

Cross-service revenue percent (other)

No 10-K data

Cross-service revenue ratio (other)

No 10-K data

Cross-service revenue share (other)

No 10-Q data

Customer credit balances (other)

Customer payables balance (other)

No 10-K data

Customer payables balances (other)

No 10-Q data

DIY Online Paid Tax Returns (other)

No 10-Q data

DIY net average charge (other)

No 10-K data

DIY net average charge growth (other)

No 10-K data

DIY online paid return volume growth (other)

No 10-K data

DIY online paid returns (other)

No 10-K data

DIY online paid tax return volume (other)

No 10-K data

DIY online paid tax return volume growth (other)

No 10-K data

DIY online paid tax returns (other)

No 10-Q data

Debt to total capital ratio (other)

No 10-Q data

Debt to total equity ratio (other)

No 10-K data

Deferred revenue recognized next 12 months (other)

No 10-K data

Delinquency rate (other)

Digital returns growth (other)

No 10-K data

Discontinued operations carrying value of MSRs (other)

No 10-K data

Discontinued operations weighted average FICO score (other)

No 10-K data

Discontinued operations weighted average interest rate (other)

No 10-K data

Discounted returns growth (other)

No 10-K data

Dividends Declared Per Share (other)

No 10-Q data

Dividends declared per share (other)

Dividends paid per share (other)

No 10-K data

EA participation interests purchased (other)

No 10-K data

EA participation purchases (other)

No 10-K data

EBITDA (other)

No 10-K data

EBITDA from continuing operations (other)

No 10-K data

Easy Pay loans (other)

No 10-Q data

Effective income tax rate (other)

No 10-Q data

Effective tax rate (other)

No 10-K data

Efficiency ratio (other)

Electronic filings (other)

No 10-Q data

Electronic refunds (other)

No 10-Q data

Electronic refunds processed (other)

No 10-Q data

Electronic tax filings (other)

No 10-Q data

Emerald Advance lines (other)

No 10-Q data

Emerald Advance lines of credit (other)

Emerald Advance loans (other)

No 10-K data

Emerald Advance participation share (other)

No 10-K data

Emerald Advance receivables (other)

No 10-K data

Emerald Advance volume (other)

No 10-Q data

Ending credit balances (other)

No 10-K data

Ending customer payables balances (other)

No 10-K data

Ending debit balances (other)

No 10-K data

Ending margin balances (other)

No 10-K data

Ending servicing portfolio (other)

No 10-K data

Equity to assets ratio (other)

No 10-Q data

Excess retained interest spread (other)

No 10-K data

Execution price (other)

No 10-K data

Execution price on loan sales (other)

No 10-K data

Express IRA accounts opened (other)

No 10-Q data

Express IRAs funded (other)

No 10-Q data

Express IRAs opened (other)

No 10-Q data

FHLB advance capacity (other)

No 10-K data

FHLB advances (other)

No 10-Q data

FHLB borrowings (other)

No 10-Q data

Fixed-rate mortgage portfolio share (other)

No 10-K data

Foreign subsidiary cash (other)

No 10-K data

Forward commitment contract value (other)

No 10-K data

Forward commitment market value (other)

No 10-K data

Franchise credit commitment (other)

No 10-K data

Franchise credit line commitment (other)

No 10-K data

Franchise credit line commitments (other)

No 10-K data

Franchise credit line obligation (other)

No 10-K data

Franchise equity lines undrawn (other)

No 10-K data

Franchise line of credit commitment (other)

No 10-K data

Franchise line of credit commitments (other)

No 10-K data

Franchise offices acquired (other)

No 10-Q data

Franchisee loans outstanding (other)

No 10-K data

Free File Alliance returns (other)

No 10-Q data

Gain on sale execution price (other)

No 10-K data

Goodwill (other)

No 10-K data

Gross average fee per client (other)

No 10-Q data

IRS market share (other)

No 10-Q data

Impaired loans (other)

No 10-K data

Impaired mortgage loans (other)

No 10-K data

Income tax course enrollment (other)

No 10-Q data

Income tax course students (other)

No 10-Q data

Individual return market share (other)

No 10-Q data

Individual tax returns prepared (other)

No 10-Q data

Instant Cash Back past due (other)

No 10-K data

Instant RALs (other)

No 10-Q data

Intangible assets net (other)

No 10-K data

Interest margin (other)

No 10-K data

Lease commitments (other)

No 10-K data

Lease discount rate (other)

No 10-K data

Lease term (other)

No 10-K data

Leverage ratio (other)

Licensed referral tax professionals (other)

No 10-Q data

Line of credit borrowings (other)

No 10-K data

Line of credit borrowings outstanding (other)

No 10-K data

Litigation accrual (other)

No 10-K data

Litigation accruals (other)

No 10-K data

Loan activity (other)

No 10-K data

Loan closing ratio (other)

Loan delinquency rate (other)

No 10-Q data

Loan geographic concentration (other)

No 10-K data

Loan loss allowance (other)

No 10-K data

Loan loss allowance ratio (other)

No 10-K data

Loan loss frequency assumption (other)

No 10-K data

Loan loss reserve (other)

Loan loss reserve as a % of mortgage loans (other)

No 10-K data

Loan loss reserve percent (other)

No 10-K data

Loan loss reserve rate (other)

No 10-Q data

Loan loss reserve ratio (other)

Loan loss severity assumption (other)

No 10-K data

Loan origination volume (other)

No 10-K data

Loan originations (other)

No 10-K data

Loan repurchase and indemnification reserve (other)

No 10-K data

Loan repurchase reserve (other)

No 10-K data

Loan sale execution price (other)

No 10-Q data

Loan sale repurchase reserves (other)

No 10-K data

Loan sales (other)

No 10-K data

Loan sales volume (other)

No 10-K data

Loan volume originated (other)

No 10-K data

Loans 30+ days past due (other)

No 10-K data

Loans 30+ days past due rate (other)

No 10-K data

Loans from tax clients (other)

No 10-Q data

Loans in Florida, California and New York (other)

No 10-K data

Loans originated (other)

Loans originated and sold (other)

No 10-K data

Loans originated and sold or securitized (other)

No 10-K data

Loans originated count (other)

No 10-K data

Loans past due (other)

No 10-K data

Loans purchased from affiliates (other)

Loans serviced (other)

Loans sold (other)

No 10-K data

Long-term debt (other)

No 10-K data

Margin balances (other)

No 10-Q data

Market share (other)

No 10-Q data

Market share of IRS individual returns (other)

No 10-Q data

Market share of returns prepared (other)

No 10-Q data

McGladrey Network CPA firms (other)

No 10-Q data

Mortgage applications (other)

Mortgage applications received (other)

Mortgage broker network (other)

Mortgage brokers in network (other)

No 10-Q data

Mortgage brokers network (other)

No 10-K data

Mortgage closing ratio (other)

No 10-Q data

Mortgage delinquency rate (other)

No 10-Q data

Mortgage loan allowance coverage (other)

No 10-K data

Mortgage loan applications (other)

Mortgage loan commitments (other)

No 10-K data

Mortgage loan delinquency rate (other)

No 10-K data

Mortgage loan loss allowance (other)

No 10-K data

Mortgage loan origination volume (other)

No 10-K data

Mortgage loan sales (other)

Mortgage loans funded (other)

No 10-Q data

Mortgage loans held for investment average FICO score (other)

No 10-K data

Mortgage loans originated (other)

Mortgage loans past due (other)

No 10-K data

Mortgage loans securitized (other)

No 10-K data

Mortgage loans serviced (other)

No 10-Q data

Mortgage loans sold (other)

No 10-Q data

Mortgage loans sold or securitized (other)

No 10-Q data

Mortgage operating profit margin (other)

No 10-K data

Mortgage origination volume (other)

Mortgage originations (other)

No 10-Q data

Mortgage originations volume (other)

No 10-Q data

Mortgage servicing rights (other)

Mortgage servicing rights carrying value (other)

No 10-K data

Mortgage servicing rights fair value (other)

No 10-K data

Mortgage servicing rights value (other)

No 10-K data

Net Average Charge (other)

No 10-K data

Net average charge (other)

Net average charge change (other)

Net average charge growth (other)

Net average fee per U.S. retail return (other)

No 10-Q data

Net average fee per U.S. tax return (other)

No 10-Q data

Net average fee per US client (other)

No 10-Q data

Net average fee per client (other)

No 10-Q data

Net billed rate (other)

No 10-Q data

Net billed rate per hour (other)

Net charge-off ratio (other)

No 10-Q data

Net collected rate per hour (other)

Net gain on loan sales (other)

No 10-Q data

Net gain on sale execution price (other)

No 10-K data

Net gain on sale gross margin (other)

No 10-K data

Net gain on sale margin (other)

No 10-K data

Net return on equity (other)

No 10-Q data

Net worth (other)

No 10-K data

New brokerage accounts from tax clients (other)

No 10-Q data

New brokerage accounts funded by tax clients (other)

No 10-Q data

New client assets added (other)

No 10-Q data

New offices opened (other)

No 10-Q data

Non-performing assets (other)

Non-prime / prime ratio (other)

No 10-K data

Non-prime origination ratio (other)

No 10-K data

Non-prime to prime ratio (other)

No 10-K data

Non-prime/prime origination ratio (other)

No 10-Q data

Number of loans originated (other)

No 10-K data

Number of loans serviced (other)

No 10-K data

Off-balance sheet capacity freed (other)

No 10-K data

Offices acquired (other)

No 10-Q data

Offices closing planned (other)

No 10-Q data

Online paid net average charge growth (other)

No 10-K data

Online paid returns change (other)

No 10-Q data

Online paid volume growth (other)

No 10-K data

Online trades as percent of total (other)

No 10-K data

Online trades percentage (other)

No 10-K data

Online trades share (other)

Operating profit margin (other)

No 10-K data

Origination FICO score (other)

No 10-Q data

Origination gross margin (other)

No 10-Q data

Origination volume share (other)

No 10-Q data

Origination volume share by state (other)

No 10-Q data

Origination weighted average coupon (other)

No 10-Q data

P&A transaction payment (other)

No 10-K data

POM deferred revenue (other)

No 10-K data

Paid net average charge change (other)

No 10-Q data

Peace of Mind deferred revenue (other)

No 10-K data

Peace of Mind revenue recognized (other)

No 10-K data

Peak commercial paper borrowings (other)

No 10-Q data

Platforms delivered (other)

No 10-Q data

Portfolio weighted average coupon (other)

No 10-Q data

Preferred-Partner tax partners (other)

No 10-Q data

Pretax return on assets (other)

No 10-Q data

Pretax return on average assets (other)

No 10-K data

Productivity per advisor (other)

No 10-K data

Property and equipment net (other)

No 10-K data

RAL attachment rate (other)

No 10-Q data

RAL participation funding (other)

No 10-Q data

RAL participation revenue (other)

No 10-Q data

RAL penetration (other)

No 10-Q data

RAL volume (other)

No 10-Q data

RALs facilitated (other)

No 10-Q data

RALs funded (other)

No 10-Q data

RALs originated (other)

No 10-Q data

RALs processed (other)

No 10-Q data

Ratio of earnings to fixed charges (other)

No 10-Q data

Real estate owned (other)

No 10-K data

Real estate owned additions (other)

No 10-K data

Real estate owned balance (other)

No 10-K data

Real estate owned sales (other)

No 10-K data

Real estate owned writedowns (other)

No 10-K data

Receivables (other)

No 10-K data

Refund Advance funding capacity (other)

No 10-K data

Refund anticipation checks (other)

No 10-Q data

Refund anticipation loans (other)

Refund anticipation loans processed (other)

No 10-Q data

Refund discount returns (other)

No 10-Q data

Remaining repurchase authorization (other)

No 10-K data

Remaining share repurchase authorization (other)

No 10-K data

Rep and warranty claims received (other)

No 10-K data

Rep and warranty claims under review (other)

No 10-K data

Representation and warranty accrual (other)

No 10-K data

Repurchase authorization remaining (other)

No 10-K data

Repurchase liability (other)

No 10-K data

Repurchase loss severity assumption (other)

No 10-K data

Residual interests fair value (other)

No 10-K data

Restricted cash (other)

No 10-K data

Retail loans from tax clients (other)

No 10-Q data

Retail loans to affiliate clients (other)

No 10-Q data

Retail mortgage loans funded (other)

No 10-Q data

Retail mortgage origination volume (other)

No 10-K data

Return on average assets (other)

Return on equity (other)

No 10-Q data

Return on stockholders' equity (other)

No 10-Q data

Return volume growth (other)

No 10-K data

Returns discounted (other)

No 10-Q data

Returns electronically filed (other)

No 10-Q data

Returns filed by or through H&R Block (other)

No 10-Q data

Returns filed electronically (other)

No 10-Q data

Returns prepared growth (other)

No 10-K data

Revenue by service line (other)

No 10-K data

Revenue per RAL (other)

No 10-Q data

Revenue per advisor (other)

No 10-Q data

Revenue per trade (other)

No 10-Q data

SCC contingent liability (other)

No 10-K data

SCC contingent loss accrual (other)

No 10-K data

SCC contingent loss liability (other)

No 10-K data

SCC principal assets (other)

No 10-K data

Securitization indemnification claims (other)

No 10-K data

Segment total assets (other)

No 10-K data

Service guarantee accrual (other)

No 10-K data

Servicing advances (other)

No 10-K data

Servicing expense ratio (other)

No 10-K data

Servicing fee rate (other)

No 10-Q data

Servicing portfolio FICO (other)

No 10-Q data

Servicing portfolio interest rate (other)

No 10-K data

Servicing portfolio principal (other)

No 10-Q data

Share of IRS returns filed (other)

No 10-Q data

Share of U.S. individual returns prepared (other)

No 10-Q data

Share repurchase authorization remaining (other)

No 10-K data

Share repurchase program (other)

No 10-K data

Share repurchase program authorization (other)

No 10-K data

Share repurchases (other)

No 10-K data

Shareholders of record (other)

No 10-Q data

Shares Repurchased (other)

No 10-Q data

Shares issued (other)

No 10-K data

Shares issued on option exercises (other)

No 10-K data

Shares outstanding (other)

Shares remaining for repurchase (other)

No 10-K data

Shares repurchased (other)

Shares repurchased and retired (other)

No 10-K data

Shares repurchased under authorization (other)

No 10-K data

Shares repurchased under buyback program (other)

No 10-K data

Short-term borrowings (other)

No 10-K data

Short-term receivables (other)

No 10-K data

States offering electronic filing (other)

No 10-Q data

States with e-file (other)

No 10-Q data

Stock options exercised (other)

No 10-K data

Stock-based awards granted (other)

No 10-K data

Stock-based compensation expense (other)

No 10-K data

Stockholders of record (other)

No 10-Q data

Stockholders' equity (other)

No 10-K data

TIS deferred revenue (other)

No 10-K data

TPFA investment accounts opened (other)

No 10-Q data

Tangible equity ratio (other)

No 10-K data

Tax Identity Shield deferred revenue (other)

No 10-K data

Tax course enrollment (other)

No 10-Q data

Tax course students (other)

No 10-Q data

Tax offices sold (other)

No 10-K data

Tax offices sold to franchisees (other)

No 10-K data

Tax return volume change (other)

No 10-Q data

Tax returns (other)

No 10-Q data

Tax returns filed electronically (other)

No 10-Q data

Tax returns growth (other)

No 10-K data

Tax returns prepared (other)

Tax returns prepared growth (other)

No 10-K data

Tax software market share (other)

No 10-Q data

Tax software returns growth (other)

No 10-K data

TaxCut market share (other)

No 10-Q data

Tender offer maximum (other)

No 10-K data

Tender offer price range (other)

No 10-K data

Total Returns Filed (other)

No 10-Q data

Total U.S. return volume (other)

No 10-K data

Total U.S. return volume change (other)

No 10-K data

Total assets (other)

No 10-K data

Total assisted tax return volume (other)

No 10-K data

Total bank assets (other)

No 10-K data

Total liabilities (other)

No 10-K data

Total long-term debt (other)

No 10-K data

Total non-performing assets (other)

No 10-K data

Total returns filed (other)

No 10-Q data

Total risk-based capital ratio (other)

No 10-K data

Total tax returns filed (other)

No 10-Q data

Trades per active account (other)

No 10-Q data

Traditional brokerage accounts (other)

No 10-Q data

Treasury rate guarantees (other)

No 10-K data

Treasury securities hedging contract value (other)

No 10-K data

Treasury securities hedging market value (other)

No 10-K data

Treasury shares (other)

No 10-K data

Treasury shares acquired (other)

No 10-K data

Treasury shares held (other)

No 10-K data

Treasury shares repurchased (other)

No 10-K data

Troubled debt restructurings (other)

No 10-K data

Trust obligations outstanding (other)

No 10-K data

U.S. Assisted Tax Returns (other)

No 10-Q data

U.S. DIY tax returns (other)

No 10-Q data

U.S. assisted tax returns (other)

No 10-Q data

U.S. assisted tax returns prepared (other)

No 10-Q data

U.S. individual return market share (other)

No 10-Q data

U.S. market share (other)

No 10-Q data

U.S. market share of individual returns (other)

No 10-Q data

U.S. market share of returns (other)

No 10-Q data

U.S. market share of tax returns (other)

No 10-Q data

U.S. return market share (other)

No 10-Q data

U.S. return volume (other)

No 10-K data

U.S. return volume growth (other)

No 10-K data

U.S. tax offices by ownership (other)

No 10-Q data

U.S. tax prep market share (other)

No 10-Q data

U.S. tax return market share (other)

No 10-Q data

U.S. tax returns by channel (other)

No 10-Q data

U.S. tax returns prepared (other)

No 10-Q data

US market share (other)

No 10-Q data

US returns market share (other)

No 10-Q data

US tax market share (other)

No 10-Q data

Uninsured cash deposits (other)

No 10-K data

Unrecognized stock compensation (other)

No 10-K data

Unrecognized stock compensation cost (other)

No 10-K data

Unrecognized tax benefits (other)

No 10-K data

Value of MSRs (other)

No 10-K data

Value of mortgage servicing rights (other)

No 10-K data

Warranty attach rate (other)

No 10-Q data

Web-enabled accounts (other)

No 10-Q data

Weighted average FICO score (other)

Weighted average borrower interest rate (other)

No 10-K data

Weighted average borrower rate (other)

Weighted average coupon (other)

No 10-Q data

Weighted average coupon rate (other)

No 10-K data

Weighted average interest rate (other)

No 10-K data

Weighted average interest rate of portfolio (other)

No 10-K data

Weighted average loan-to-value (other)

Weighted average shares (other)

No 10-K data

Weighted average shares outstanding (other)

No 10-K data

Weighted-average FICO score (other)

No 10-Q data

Weighted-average coupon rate (other)

No 10-Q data

Weighted-average loan-to-value (other)

No 10-Q data

Whole loan sale share (other)

No 10-Q data

Working capital (other)

No 10-K data

Working capital ratio (other)

Y2K business functions (other)

No 10-K data

Y2K remediation projects (other)

No 10-K data

Year 2000 remediation projects (other)

No 10-K data

Mortgage loans originated (production_volume)

Offices acquired (properties)

No 10-K data

Advisor retention rate (retention)

No 10-Q data

Tax offices (stores)

Subscribers (subscribers)

Chargeable hours (throughput)

No 10-Q data

Total risk-based capital ratio (tier1_capital)

CashBack returns (transactions)

Tax returns prepared (units_shipped)

Web enabled accounts (users)

Human capital disclosures. Workforce totals and demographics are point-in-time. Flow metrics use the year-to-date period for 10-Q and full year for 10-K. Workforce actions (RIFs, restructurings, acquisition-related changes) are listed in the table at the bottom.

Workforce Totals

No 10-Q data

Demographics

No demographic data found.

Workforce Breakdowns

No 10-K data

No 10-Q data

HCM Metrics — Point-in-Time

No 10-Q data

HCM Metrics — Flow (Annual / YTD)

No 10-Q data

Workforce Actions

Period End	Type	Status	Affected	% Workforce	Announced	Expected Completion	Geography	Segment / Function	Charge	Source	Note
2026-06-30	restructuring	announced	200		2026-08-05	2026-09-30		Company-wide (field organization and field support structure)	USD 8 (millions)	subsequent_events f5-10k / GLM-5.3-flash-HTML	Workforce and field organization restructuring to move to a year-round office leadership model and streamline field support; approximately 200 positions eliminated throughout the organization. Because the program and employee notifications occurred after the June 30, 2026 fiscal year-end, no amounts were recognized in FY2026 financial statements; the estimated $8.3 million pre-tax severance and related-costs charge will be recorded in the quarter ending September 30, 2026. Disclosure qualifies as a subsequent event, hence status 'announced'.
2026-06-30	restructuring	announced	200		2026-08-05	2026-09-30	United States	Field organization and corporate support	USD 8 (millions)	subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Post-fiscal-year-end event (announced 2026-08-05, after the 2026-06-30 balance sheet date); no amounts recognized in the FY2026 financial statements. Program aims to transition to a year-round office leadership model and streamline field support; approximately 200 positions being eliminated, with execution expected by the quarter ending 2026-09-30.
2026-06-30	restructuring	announced	200		2026-08-05	2026-09-30	Global	Workforce and field organization	USD 8 (millions)	subsequent_events f5-10k / Qwen3.6-27B-Q8_0	Workforce and field organization restructuring program to transition to year-round office leadership model.
2024-06-30	acquisition_addition	completed					United States	Tax preparation (company-owned and franchise offices)	USD 43 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	FY2024 payments to acquire franchise and competitor businesses totaled $43.4 million; headcount added through these acquisitions not disclosed
2023-06-30	acquisition_addition	completed					United States	Tax preparation (company-owned and franchise offices)	USD 48 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Payments to acquire franchise and competitor businesses totaled $48.2 million in FY2023; acquired headcount not disclosed. Acquired offices' revenues and returns became company-owned.
2022-06-30	acquisition_addition	completed					United States	Tax preparation (franchise and competitor offices)	USD 36 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Payments to acquire franchise and competitor businesses totaled $35.9 million in FY2022; no headcount added through these acquisitions is disclosed.
2020-04-30	acquisition_addition	completed			2019-06-28	2019-06-28		Wave — small business financial solutions (software/payment processing)	USD 408 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Acquisition of Wave HQ Inc. and subsidiaries completed June 28, 2019, funded with available cash; purchase consideration of $408.4 million (charge shown is purchase price, not a workforce charge). Number of employees added through the acquisition was not disclosed.
2020-04-30	acquisition_addition	completed			2019-06-28	2019-06-28	International (Wave Financial Inc., Ontario, Canada)	Small business financial solutions (Wave)		business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquired Wave HQ Inc. for $408.4 million, funded with available cash; acquired headcount not disclosed. Wave contributed $36.7 million of revenues and a $154.7 million pretax loss from June 28, 2019 through April 30, 2020, and a $106.0 million goodwill impairment was recorded in Q4 FY2020.
2020-04-30	acquisition_addition	completed				2020-04-30	United States, Canada, Australia	Tax office network (company-owned and franchise)		business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Approximately 238 offices acquired during fiscal 2020 (franchisee and competitor businesses, $450.2 million total payments for business acquisitions); associated headcount not disclosed.
2020-01-31	acquisition_addition	completed			2019-06-28		United States	Small business financial solutions (Wave)		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Wave HQ Inc. acquired 2019-06-28 for total payment of $408.4M; purchase price allocation completed as of 2020-01-31. No employee headcount added is disclosed. Includes $8.2M treated as compensation expense over two years for key-employee retention.
2020-01-31	acquisition_addition	in_progress					United States	U.S. tax preparation (franchise and competitor offices)		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Approximately 224 U.S. franchisee and competitor tax offices acquired during the nine months ended 2020-01-31 for $53.7M; associated employee headcount not disclosed. Some allocations remain pending.
2019-07-31	acquisition_addition	completed			2019-06-28	2019-06-28	Not specified (Wave operates in small-business financial software market)	Small business financial solutions (Wave)	USD 407 (millions)	business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Purchase price of $407.0M funded with cash; no employee count disclosed. Includes $11.4M escrow, of which $8.2M treated as compensation expense over two years for key-employee retention; a separate management incentive program (cash and equity) runs over three years.
2019-04-30	plant_closure	completed						company-owned retail tax offices		MD&A f5-10k / GLM-5.3-flash-HTML	Decision to permanently close approximately 400 offices was made in the prior fiscal year, with leasehold improvement write-offs recorded then; lease buyout payments for these offices were made during fiscal 2019, indicating closure execution concluded in the current year. Employee headcount impact not disclosed.
2019-04-30	acquisition_addition	announced			2019-06-10		Canada (Toronto, Ontario)	Small business financial solutions (accounting, invoicing, payroll, payments)	USD 405 (millions)	subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Definitive agreement to acquire all outstanding shares of Wave Financial Inc. for $405 million, funded with available cash; expected to close within a few months subject to regulatory approval. No headcount disclosed. Announcement postdates fiscal year-end (2019-04-30) and precedes filing date (2019-06-14).
2018-04-30	plant_closure	announced				2019-04-30		Company-owned retail tax offices	USD 7 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	Decision made during fiscal 2018 to permanently close approximately 400 tax offices after the 2018 tax season; $7.4 million write-off of related leasehold improvements, furniture and signage recorded in FY2018. An additional $15–20 million of lease-exit expense expected in fiscal 2019, driving the 2019-04-30 expected completion (office closures themselves occur immediately after the spring 2018 tax season). Employee headcount affected not disclosed. Geography not specified in the filing; disclosure context is the company-owned (primarily U.S.) office network.
2018-04-30	acquisition_addition	completed					United States	Company-owned retail tax offices (acquired franchisee and competitor businesses)	USD 43 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	Net cash of $42.5 million expended in fiscal 2018 to acquire franchisee and competitor businesses, which added approximately 110 offices to the company-owned network. Employee headcount added through these acquisitions not disclosed. U.S. franchise royalty decline attributed in MD&A to these acquisitions, indicating primarily U.S. scope.
2018-04-30	plant_closure	announced					United States	U.S. retail tax offices	USD 7 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Decision made during FY2018 to permanently close approximately 400 tax offices after the FY2018 tax season; $7.4 million of leasehold improvements, furniture and signage written off in FY2018, with $15-20 million of expense expected in FY2019 to exit the related operating leases. Employees affected not disclosed.
2018-04-30	acquisition_addition	completed					United States	Franchise operations		business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	FY2018 acquisitions of franchisee and competitor businesses (net cash of $42.5 million) added approximately 110 offices to the company-owned network; associated headcount added not disclosed.
2017-04-30	acquisition_addition	completed					United States	Tax preparation — company-owned offices	USD 55 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	FY2017 acquisitions of franchisee and competitor tax businesses added approximately 230 offices to the company-owned network; net cash paid for business acquisitions was $54.8 million. Employees added through these acquisitions are not quantified. Charge shown is total acquisition cash outflow, not a workforce charge.
2017-04-30	divestiture_reduction	completed					United States	Mortgage loan portfolio and real estate owned		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	In December 2016 the company sold its portfolio of mortgage loans and real estate owned; proceeds approximated carrying value. Asset sale only — no associated workforce reduction disclosed.
2016-04-30	divestiture_reduction	completed			2014-04	2015-08-31	United States	H&R Block Bank (banking / financial products)		other f5-10k / GLM-5.3-flash-HTML	Purchase and Assumption Agreement with BofI Federal Bank signed April 2014; transaction completed August 31, 2015 (within fiscal 2016) with a net cash payment of approximately $419 million. Bank charter surrendered and HRB Bank merged into Block Financial. Employee headcount impact of the divestiture is not quantified in the filing.
2016-04-30	acquisition_addition	completed					United States	Company-owned retail tax offices (acquisition of franchisee businesses)	USD 89 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	260 franchise offices acquired during fiscal 2016, converting franchisee businesses to company-owned operations; employee headcount added is not disclosed. Associated figure is net cash expended for acquired businesses ($88.8 million per MD&A and cash flow statement); it is acquisition consideration, not a severance or restructuring charge.
2016-04-30	divestiture_reduction	completed			2014-04	2015-08-31	United States	H&R Block Bank / financial products		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of certain HRB Bank assets and all deposit liabilities to BofI Federal Bank closed 2015-08-31; HRB Bank ceased to exist as a bank. No headcount associated with the divestiture is disclosed.
2016-04-30	acquisition_addition	completed				2016-04-30	United States	U.S. assisted tax preparation (company-owned offices)		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Company acquired 260 franchise offices during fiscal 2016 (350 in fiscal 2015); associated headcount added is not disclosed. Net cash paid for business acquisitions was $88.8 million.
2016-04-30	restructuring	in_progress						Continuing operations (company-wide)	USD 12 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Severance expense of $12.0 million recognized in fiscal 2016 under plans covering executives and eligible regular full-time or part-time employees on qualifying termination; number of employees affected and program timeline are not disclosed. Same amount appears as a non-GAAP adjustment in Item 7.
2015-10-31	divestiture_reduction	completed			2014-04-10	2015-08-31	United States	H&R Block Bank (HRB Bank)		other f5-10q / MiMo-V2.6-Flash-fp8-HTML	P&A Transaction with BofI closed 2015-08-31; HRB Bank ceased to exist as a bank. No employee count, headcount transfer, or severance charge disclosed for this divestiture.
2015-04-30	divestiture_reduction	in_progress			2014-04-10	2015-06-30	United States	HRB Bank (retail banking)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Pending divestiture of HRB Bank under a P&A Agreement with BofI under which bank assets would be sold and liabilities, including all deposits, assigned to BofI, followed by merger of the bank into Block Financial and surrender of its charter. Headcount impact was not disclosed. Closing was set for June 30, 2015 by the February 2015 letter agreement, but as of the filing date regulatory approval had not been received and the parties did not expect to close on that date. A cash payment to BofI at closing would equal the carrying value of liabilities transferred, which is not a workforce-related charge.
2015-04-30	restructuring	in_progress					United States and international	continuing operations	USD 7 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Severance expense for continuing operations of $6.7 million in fiscal 2015 (vs. $5.2 million in fiscal 2014); no employee counts, announcement dates, or completion timelines disclosed.
2015-04-30	acquisition_addition	completed					United States	Tax Services		other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisitions of franchisee and competitor businesses during fiscal 2015 added approximately 350 offices to the company-owned network; net cash paid for acquisitions was $113.3 million. No headcount added is disclosed.
2014-10-31	restructuring	in_progress							USD 0 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $0.238 million recorded for the three months ended October 31, 2014. Employee count not disclosed.
2014-10-31	restructuring	in_progress							USD 1 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $1.051 million recorded for the six months ended October 31, 2014. Employee count not disclosed.
2014-07-31	restructuring	in_progress							USD 813 (thousands)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $0.8 million included in adjusted EBITDA reconciliation.
2014-04-30	divestiture_reduction	in_progress			2014-04-10		United States	Tax Services segment — HRB Bank		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Purchase and Assumption Agreement with BofI Federal Bank signed April 10, 2014 to divest HRB Bank, including sale of deposit liabilities and merger of HRB Bank into Block Financial. The filing does not quantify any employee headcount impact, and closing remained subject to regulatory approvals and other conditions as of the filing date.
2014-04-30	restructuring	in_progress					United States	Continuing operations (company-wide)	USD 5 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Severance expense of $5.2 million for fiscal year 2014 under plans covering executives and eligible regular full-time or part-time employees who incur a qualifying termination. Number of employees affected, announcement date, and completion timeline not disclosed.
2014-04-30	divestiture_reduction	announced			2014-04-10		United States	Tax Services — H&R Block Bank (HRB Bank)		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Three-step divestiture of HRB Bank announced April 2014 via Purchase and Assumption Agreement with BofI Federal Bank, subject to regulatory approvals; Holding Companies would cease to be savings and loan holding companies. Headcount impact not disclosed.
2014-04-30	acquisition_addition	completed						Tax Services	USD 30 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Fiscal year 2014 acquisition of assets of a business for $30.3 million, consisting primarily of purchased technology. Headcount added not disclosed; purchase price shown for reference, not a severance or restructuring charge.
2014-04-30	restructuring	completed							USD 5 (millions)	MD&A f5-10k / Qwen3.6-27B-Q8_0	Severance charges recorded in fiscal year 2014.
2014-01-31	restructuring	in_progress							USD 1 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $1.1 million recorded for the three months ended Jan 31, 2014.
2014-01-31	restructuring	in_progress							USD 4 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $4.0 million recorded for the nine months ended Jan 31, 2014.
2013-10-31	restructuring	in_progress							USD 2 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance expense of $1.8 million recorded for the three months ended October 31, 2013. Employee count not disclosed.
2013-10-31	restructuring	in_progress							USD 3 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance expense of $2.9 million recorded for the six months ended October 31, 2013. Employee count not disclosed.
2013-07-31	restructuring	in_progress			2013-07-11			Corporate / HRB Bank	USD 8 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Accrued employee termination benefits related to pending P&A Transaction with Republic Bank. Employee count not disclosed.
2013-04-30	other	in_progress					United States	Tax Services	USD 5 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	MD&A attributes lower field wages in FY2013 to workforce reductions; severance benefit expense for FY2013 was $4.8 million (total for the year, not tied to a specific program). No employee count, announcement date, or completion timeline is disclosed.
2013-04-30	restructuring	completed							USD 5 (millions)	MD&A f5-10k / Qwen3.6-27B-Q8_0	Severance costs of $4.8 million recorded in fiscal 2013. Prior year had $31.1 million.
2013-01-31	restructuring	completed							USD 1 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $0.6 million recorded for the three months ended Jan 31, 2013, related to workforce reduction actions taken at the beginning of the year.
2013-01-31	restructuring	completed							USD 0 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance charges of $0.5 million recorded for the nine months ended Jan 31, 2013, related to workforce reduction actions.
2012-10-31	reduction_in_force	completed						Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	MD&A attributes lower compensation and benefits expense to a reduction in force at the end of fiscal year 2012; no employee count, date, or charge disclosed. Event predates the current quarter.
2012-10-31	restructuring	completed						Tax Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	Reduction in force at the end of fiscal year 2012 contributed to lower compensation and benefits expenses in the current period.
2012-07-31	restructuring	completed						Tax Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	Compensation and benefits declined primarily due to the reduction in force at the end of fiscal year 2012.
2012-04-30	restructuring	completed	350		2012-04				USD 31 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	April 2012 strategic realignment eliminated approximately 350 positions; the $31.2 million severance charge was recorded in the fourth quarter of fiscal 2012. The same program closed roughly 200 underperforming company-owned offices (see companion plant_closure record). Note 1 reports total fiscal 2012 severance-plan expense of $32.5 million.
2012-04-30	plant_closure	completed			2012-04			Tax Services	USD 6 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	About 200 underperforming company-owned retail tax offices closed under the April 2012 strategic realignment; charges cover lease terminations and impairments. Note 7 links the closures, together with discontinuation of the ExpressTax brand, to a $7.4 million goodwill impairment in the Tax Services segment. Workforce impact of the closures is not separately quantified.
2012-04-30	divestiture_reduction	completed			2011-11		United States	Business Services (discontinued operations)		discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Sold RSM McGladrey, Inc. to McGladrey & Pullen LLP in November 2011 for net cash proceeds of $523.1 million plus a $54.0 million note; net after-tax loss on sale was $36.9 million. Headcount of the divested business is not disclosed.
2012-04-30	divestiture_reduction	completed			2012-01		United States	Business Services (discontinued operations)		discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Sold McGladrey Capital Markets LLC, a subsidiary of RSM EquiCo, Inc., in January 2012 for cash proceeds of $1.0 million; net after-tax loss on sale was $11.2 million. Headcount is not disclosed.
2012-04-30	restructuring	completed	350		2012-04			Tax Services	USD 31 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Strategic realignment eliminated approximately 350 positions and closed approximately 200 underperforming company-owned offices; $31.2M severance plus $5.5M lease termination and impairment charges recorded in Q4 FY2012. Related $7.4M ExpressTax goodwill impairment recorded in the Tax Services segment.
2012-04-30	divestiture_reduction	completed			2011-11		United States	Business Services (RSM McGladrey)		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of RSM McGladrey to McGladrey & Pullen for $523.1M net cash plus a $54.0M note; buyer assumed substantially all liabilities. Headcount transferred not disclosed. A related sale of McGladrey Capital Markets closed January 2012.
2012-04-30	restructuring	completed	350		2012-04	2012-04-30	United States	Corporate / Tax Services	USD 37 (millions)	Item 1 - Business f5-10k / Qwen3.6-27B-Q8_0	Strategic realignment eliminating approx. 350 positions and closing approx. 200 underperforming offices. Includes $31.2M severance and $5.5M lease termination/impairment.
2011-10-31	divestiture_reduction	completed			2011-08-01	2011-11-30	United States	RSM McGladrey, Inc. (Business Services / discontinued operations)	USD 85 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Board approved letter of intent in August 2011; sale to McGladrey and Pullen completed 2011-11-30 for $475.0M cash plus receivable and note. No employee count disclosed; $85.4M goodwill impairment recorded in Q1.
2011-10-31	divestiture_reduction	announced			2011-08-01		United States	RSM EquiCo, Inc. (discontinued operations)	USD 14 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Strategic alternatives announced in Q1 FY2012 with $14.3M goodwill impairment; no employee count or completion date disclosed.
2011-10-31	restructuring	completed					United States	Tax Services — ExpressTax brand	USD 8 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Decision to discontinue the ExpressTax brand recorded $4.3M goodwill impairment plus $4.0M customer-relationship write-off; no headcount impact quantified.
2011-04-30	restructuring	completed	400		2010-05			Field and support organizations	USD 30 (millions)	other f5-10k / GLM-5.3-flash-HTML	Organizational realignment of field and support operations announced May 2010, affecting approximately 400 staff. Severance benefits of $29.6 million were recorded primarily in the first quarter of fiscal 2011; status inferred as completed since the severance was charged during the fiscal year. Tax Services MD&A separately cites $27.4 million of severance costs and related payroll taxes for the segment portion.
2011-04-30	restructuring	completed	400		2010-05		United States	Field and support organizations	USD 30 (millions)	other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Realignment of field and support organizations announced May 2010 with approximately 400 staff reductions; associated severance benefits recorded primarily in the first fiscal quarter of 2011.
2011-04-30	acquisition_addition	completed			2010-07-20	2010-07-20	United States (Boston)	Business Services	USD 40 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisition of certain non-attest assets and liabilities of Caturano & Company for $40.2 million; headcount added not disclosed.
2011-04-30	restructuring	completed	400		2010-05-01	2011-04-30	United States	Field and support organizations	USD 30 (millions)	Note 1: Summary of Significant Accounting Policies f5-10k / Qwen3.6-27B-Q8_0	Realignment of field and support organizations announced in May 2010; associated severance benefits recorded primarily during the first fiscal quarter of 2011.
2011-01-31	reduction_in_force	in_progress					United States	Corporate		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	MD&A cites reductions in force during fiscal 2011 as a driver of lower Corporate compensation expense; no headcount, charge, or timing disclosed.
2011-01-31	restructuring	in_progress					United States	Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	MD&A notes severance costs and related payroll taxes recorded in Q1 fiscal 2011 partially offsetting lower compensation expense; no employee count or charge amount disclosed.
2011-01-31	restructuring	completed						Corporate		MD&A f5-10q / Qwen3.6-27B-Q8_0	Compensation and benefits declined primarily due to reductions in force during the current year.
2011-01-31	acquisition_addition	completed			2010-07-20		Boston	Business Services	USD 40 (millions)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired Caturano & Company, Inc. for $40.2 million; headcount not disclosed.
2010-10-31	restructuring	completed						Tax Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	Reductions in force during the first quarter of fiscal 2011 resulted in decreased compensation and benefits.
2010-10-31	acquisition_addition	completed			2010-07-20		Boston	Business Services	USD 40 (millions)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired Caturano & Company, Inc. for $40.2 million. Headcount not disclosed.
2010-07-31	acquisition_addition	completed			2010-07-20	2010-07-20	United States	Business Services		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Business Services segment acquired certain assets and liabilities of a Boston-based accounting firm for an aggregate purchase price of $40.5 million, with $29.8 million cash paid at closing; no headcount added is disclosed.
2010-07-31	plant_closure	completed						Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	MD&A attributes a $5.3 million (6.0%) decline in occupancy and equipment expense to closure of certain offices during the quarter; locations and any employee impact are not quantified.
2010-07-31	other	in_progress						Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Benefits and other compensation rose $13.0 million (60.9%) primarily from severance costs and related payroll taxes; the increase is not solely severance, so no charge amount is attributed, and no affected-employee count or program timing is disclosed.
2010-07-31	acquisition_addition	completed			2010-07-20		Boston	Business Services	USD 41 (millions)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired certain assets and liabilities of a Boston-based accounting firm for $40.5 million. Headcount not disclosed.
2010-07-31	restructuring	completed						Tax Services	USD 13 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Benefits and other compensation increased $13.0 million primarily due to severance costs and related payroll taxes. Employee count not disclosed.
2010-04-30	plant_closure	completed					United States (primarily)	Tax Services — U.S. retail office network		Item_1_Business f5-10k / GLM-5.3-flash-HTML	More than 1,700 offices were closed during fiscal 2010, including over 1,000 locations in Wal-Mart stores after that agreement expired in May 2009; associated employee impact was not quantified. Separately, 267 company-owned offices were sold to franchisees during the year.
2010-04-30	restructuring	announced	400		2010-05		Not specified	Field and support organizations	USD 19 (millions)	subsequent_events f5-10k / GLM-5.3-flash-HTML	Realignment announced after fiscal year-end, comprising approximately 400 staff reductions and 400 office closures. Severance of about $19 million to be recorded primarily in the first fiscal quarter of 2011; no significant costs disclosed for the office closures.
2010-04-30	restructuring	announced	400		2010-05		United States	Field and support organizations	USD 19 (millions)	subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Announced after the April 30, 2010 fiscal year-end; severance recorded primarily in Q1 fiscal 2011. Program also included approximately 400 office closures with no significant closure costs.
2010-04-30	plant_closure	completed					United States	Tax Services — retail offices		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Closed more than 1,700 offices during fiscal 2010, including over 1,000 offices in Wal-Mart stores; associated employee counts not disclosed.
2010-04-30	other	completed					United States	Tax Services — retail offices		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sold 267 company-owned offices to existing franchisees during fiscal 2010 for proceeds of $65.7 million; offices continued operating under franchisees and associated employee counts were not disclosed.
2010-04-30	restructuring	in_progress					United States	Business Services		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	MD&A attributes a $14.0 million (2.4%) decline in segment compensation and benefits to headcount reductions driven by reduced client demand; no employee count disclosed.
2010-04-30	restructuring	announced	400		2010-05-01		United States	Field and support organizations	USD 19 (millions)	subsequent_events f5-10k / Qwen3.6-27B-Q8_0	Announced in May 2010; realignment included approximately 400 staff reductions and 400 office closures. Severance benefits recorded primarily in first fiscal quarter of 2011.
2010-01-31	plant_closure	completed					United States	Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Filer closed under-performing offices and exited Wal-Mart-hosted locations in fiscal 2010; no employee count or workforce impact disclosed. Filer estimates roughly 1% decline in returns from these closures.
2010-01-31	divestiture_reduction	completed					United States	Tax Services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	More than 270 company-owned tax offices sold to franchisees during fiscal 2010 (cash proceeds $66.3M for nine months); no associated headcount disclosed.
2010-01-31	restructuring	completed						Business Services	USD 15 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Goodwill impairment of $15.0 million recorded for RSM EquiCo reporting unit due to declining revenues and profitability.
2009-07-31	other	announced	1		2009-07-28	2009-08-31	United States	Executive management (HRB Tax Group, Inc.)	USD 833,340 (units)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Separation agreement dated July 28, 2009 treated as termination without cause; lump-sum severance of $833,340 plus $10,008 health premium payment and equity acceleration; separation date falls after quarter end
2009-04-30	restructuring	in_progress						Discontinued operations — mortgage businesses (office closings)		restructuring_footnote f5-10k / GLM-5.3-flash-HTML	Liability primarily covers vacant-space lease obligations and employee severance from discontinued mortgage office closings. In FY2009 the severance accrual fell from $4.8M to $0.1M via roughly $5.1M of cash payments; no new FY2009 restructuring charges were recorded and the total liability declined from $27.9M to $7.5M. Number of affected employees is not disclosed.
2009-04-30	divestiture_reduction	completed				2008-11-01	United States	Discontinued operations — H&R Block Financial Advisors (securities brokerage)	USD 12 (millions)	discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Sale of the brokerage business to Ameriprise effective November 1, 2008, with net cash proceeds of $304.0 million; FY2009 loss on disposition was $12.2 million. Headcount removed through the divestiture is not disclosed.
2009-04-30	acquisition_addition	completed				2008-11-03	United States	Tax Services	USD 279 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Acquired the assets and franchise rights of the last major independent franchise operator for an aggregate purchase price of $279.2 million, adding a network of over 600 tax offices. Headcount added is not disclosed.
2009-04-30	plant_closure	completed				2009-05	United States	Tax Services — Wal-Mart shared locations		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Wal-Mart license agreement expired in May 2009 and the 1,030 in-store shared-location offices were closed, shortly after the April 30, 2009 fiscal year-end. Headcount impact is not disclosed.
2009-04-30	other	completed					United States	Business Services (RSM McGladrey)		MD&A f5-10k / GLM-5.3-flash-HTML	Employees previously leased to the non-affiliate attest firms were transferred to those separate practices over fiscal years 2008–2009 following an organizational change with the acquired AmexTBS operations; FY2009 leased-employee revenue fell to roughly $0.06M from $25.1M in FY2008. Number of employees transferred is not disclosed.
2009-04-30	acquisition_addition	completed			2008-11-03	2008-11-03	United States	Tax Services	USD 279 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Closing date shown; announcement date not disclosed. Acquired assets and franchise rights of the last major independent franchise operator (over 600 tax offices, nearly two-thirds converted to company-owned); $279.2 million is the aggregate purchase price, not a severance charge. Headcount added not disclosed.
2009-04-30	divestiture_reduction	completed			2008-11-01	2008-11-01	United States	Brokerage — H&R Block Financial Advisors (discontinued operations)		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Effective date shown; sale of HRB Financial Corporation/HRBFA to Ameriprise for $304.0 million net cash proceeds. Headcount removed not disclosed.
2009-04-30	restructuring	in_progress					United States	Discontinued mortgage operations		restructuring_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Wind-down of restructuring liability for discontinued mortgage businesses; severance payments of approximately $5.1 million made during fiscal 2009 with a $0.1 million balance at year-end. Employees affected not disclosed; no new severance additions in fiscal 2009.
2009-04-30	restructuring	in_progress					United States	Business Services		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	MD&A notes severance costs incurred during fiscal 2009 offsetting compensation savings; amount and employee count not quantified.
2009-04-30	other	in_progress					United States	Tax Services		other f5-10k / MiMo-V2.6-Flash-fp8-HTML	Refranchising program: certain company-owned offices sold to existing franchisees during fiscal 2009 for $16.9 million proceeds (net gain $14.9 million); program expected to continue. Number of offices and associated headcount not disclosed.
2009-04-30	plant_closure	completed					United States	Tax Services		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Subsequent to fiscal year-end: Wal-Mart shared-location agreement expired in May 2009 and the related offices (1,030 offices at April 30, 2009) were closed. Associated workforce reduction not quantified.
2009-04-30	restructuring	completed					United States	Discontinued Operations (Mortgage)	USD 8 (millions)	restructuring_footnote f5-10k / Qwen3.6-27B-Q8_0	Restructuring liability primarily relates to estimated lease obligations for vacant space and employee severance costs for discontinued mortgage businesses. Cash payments of $5.068M for severance and $15.594M for contract terminations were made during the year.
2009-04-30	acquisition_addition	completed			2008-11-03		United States	Tax Services	USD 279 (millions)	business_combinations_footnote f5-10k / Qwen3.6-27B-Q8_0	Acquired assets and franchise rights of last major independent franchise operator. Employee count not explicitly disclosed.
2009-01-31	restructuring	in_progress					United States	Discontinued mortgage businesses	USD 13 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Restructuring accrual of $13.2M at 2009-01-31 (employee severance $0.4M; contract termination $12.8M) for office closings and severance tied to discontinued mortgage operations. No employee count disclosed; $16.9M paid during the nine months.
2009-01-31	acquisition_addition	completed			2008-11-03	2008-11-03	United States	Tax Services	USD 279 (millions)	business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Acquisition of assets and franchise rights of the last major independent franchise operator for $278.6M; no headcount added disclosed.
2009-01-31	divestiture_reduction	completed			2008-08-12	2008-11-01	United States	H&R Block Financial Advisors (discontinued operations)		other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Sale of HRBFA to Ameriprise completed 2008-11-01; $304.0M net proceeds. No employee count removed disclosed.
2009-01-31	other	announced	1		2009-01-20	2009-04-30	United States	RSM McGladrey Business Services — executive	USD 1 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Executive separation agreement dated 2009-01-20; termination treated as without cause with $827,688 severance plus accelerated equity vesting. Single individual; not a program-level RIF.
2009-01-31	restructuring	in_progress						Discontinued Operations (Mortgage)	USD 13,202 (thousands)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Restructuring liability primarily relates to estimated lease obligations for vacant space resulting from office closings and employee severance costs for discontinued mortgage businesses. Employee count not disclosed.
2009-01-31	acquisition_addition	completed			2008-11-03			Tax Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired assets and franchise rights of last major independent franchise operator. Headcount added not disclosed.
2008-10-31	restructuring	in_progress			2006-01-01		United States	Mortgage business (Consumer Financial Services)	USD 17,949 (thousands)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Mortgage business restructuring initiated in fiscal 2006, continued through fiscal 2008, including closure of all mortgage origination activities and sale of servicing operations. Remaining accrual at Oct 31, 2008 was $17.9M, comprising $1.3M employee severance and $16.6M contract termination (vacant space lease obligations). No employee count disclosed.
2008-10-31	divestiture_reduction	completed			2008-08-12	2008-11-01	United States	H&R R Block Financial Advisors (HRBFA) — securities brokerage		subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Sale of HRB Financial Corporation including HRBFA brokerage business to Ameriprise, effective Nov 1, 2008. Cash proceeds ~$312M plus ~$46M intercompany repayment. No headcount associated with the divestiture was disclosed.
2008-10-31	acquisition_addition	completed			2008-11-03	2008-11-03	United States	Tax Services — franchise network	USD 278 (millions)	subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Acquisition of last major independent franchise operator for ~$278M cash. Network of over 600 tax offices; nearly two-thirds converted to company-owned. No employee headcount disclosed for the acquisition.
2008-10-31	restructuring	in_progress						Mortgage Business	USD 17,949 (thousands)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Restructuring plan initiated in FY2006 to reduce costs, including closure of mortgage origination activities. Remaining liability of $17.9M relates to lease obligations for vacant space and employee severance costs.
2008-10-31	acquisition_addition	completed			2008-11-03			Tax Services	USD 278,000 (thousands)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Acquired last major independent franchise operator for $278M. Includes network of over 600 tax offices, nearly two-thirds converted to company-owned offices.
2008-07-31	restructuring	in_progress			2006-01-01		United States	Mortgage origination (discontinued operations)	USD 23 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Mortgage business cost-reduction plan initiated in fiscal 2006 continued into the quarter; severance accrual roll-forward shows $3.6M employee severance and $19.3M contract termination balances at quarter-end, but no employee counts are disclosed. No new charges recorded this quarter (vs. $16.1M prior year).
2008-07-31	divestiture_reduction	announced			2008-08-12		United States	Consumer Financial Services (H&R Block Financial Advisors)		subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Definitive agreement to sell HRBFA to Ameriprise Financial for $315M cash; expected to close in three to six months. Business to be reported as held-for-sale and discontinued operations beginning with the quarter ending October 31, 2008. No headcount associated with the sale is disclosed.
2008-07-31	acquisition_addition	announced			2008-09-03		United States	Tax Services		subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Agreement to acquire the last major independent franchise operator for approximately $278M; network of over 600 tax offices, nearly two-thirds converting to company-owned. Expected to close by end of second fiscal quarter. No employee count disclosed.
2008-07-31	restructuring	in_progress						Discontinued Operations (Mortgage)	USD 22,912 (thousands)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Remaining liability for mortgage business restructuring (severance and contract termination) as of July 31, 2008. No new charges incurred in Q1 FY2009.
2008-07-31	divestiture_reduction	announced			2008-08-12			Consumer Financial Services (HRBFA)	USD 315 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Agreement to sell H&R Block Financial Advisors to Ameriprise Financial for $315 million. Transaction expected to close in 3-6 months.
2008-07-31	acquisition_addition	announced			2008-09-03			Tax Services	USD 278 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Agreement to acquire last major independent franchise operator for approx. $278 million. Includes network of over 600 tax offices.
2008-04-30	restructuring	in_progress					United States	Corporate operations	USD 11 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Announced in the third quarter of fiscal year 2008; program targets roughly $110 million of annual corporate staff and overhead expense reduction ($50 million compensation, $60 million non-compensation). Headcount not disclosed.
2008-04-30	restructuring	in_progress					United States	Tax Services	USD 3 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Segment allocation of the $19.5 million total fiscal 2008 severance charge; shares the same program announcement as the other sub-components.
2008-04-30	restructuring	in_progress					United States	Business Services	USD 2 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Segment allocation of the $19.5 million total fiscal 2008 severance charge.
2008-04-30	restructuring	in_progress					United States	Consumer Financial Services	USD 3 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Segment allocation of the $19.5 million total fiscal 2008 severance charge.
2008-04-30	plant_closure	completed			2007-12-04	2008-01-31	United States	Discontinued operations — Option One Mortgage Corporation (mortgage origination)	USD 119 (millions)	restructuring_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Fiscal 2008 restructuring charges of $119.2 million (including $33.9 million of fixed asset write-offs) for closure of all mortgage origination activities; OOMC funded its last loan in January 2008. Employees affected not disclosed.
2008-04-30	divestiture_reduction	completed			2008-03-17	2008-04-30	United States	Discontinued operations — Option One Mortgage Corporation (loan servicing)		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of OOMC loan servicing assets to an affiliate of WL Ross & Co. completed April 30, 2008; OOMC ceased providing loan servicing. Actual loss on sale of servicing assets was $233.3 million. Headcount removed not disclosed.
2008-04-30	divestiture_reduction	completed				2008-04-30	United States	Business Services — two smaller lines of business		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Two Business Services lines of business committed for sale in fiscal 2007 were sold during fiscal 2008; discontinued operations for these businesses recorded a $15.0 million pretax loss in fiscal 2008. Headcount removed not disclosed.
2008-04-30	plant_closure	completed				2008-04-30	United States	Consumer Financial Services — HRBFA branch network		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	HRBFA operated 183 branch offices at fiscal year-end 2008 versus 195 in 2007 and 219 in 2006, primarily from consolidation of smaller branches. Associated headcount not disclosed.
2008-04-30	restructuring	completed			2008-01-01	2008-04-30	Global	Corporate and Operating Segments	USD 20 (millions)	MD&A f5-10k / Qwen3.6-27B-Q8_0	Program announced in Q3 FY2008 to reduce corporate staff and overhead expenses by approx $110M per year. Recorded $19.5M pretax charge for severance-related benefits.
2008-04-30	restructuring	completed			2006-11-01	2008-04-30	Global	Discontinued Operations (Mortgage)	USD 119 (millions)	discontinued_operations_footnote f5-10k / Qwen3.6-27B-Q8_0	Charges incurred during fiscal year 2008 related to closure of mortgage origination activities and other restructuring. Includes $33.9M in fixed asset write-offs.
2008-01-31	restructuring	in_progress	325				United States	Corporate	USD 17 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Eliminated ~325 filled and ~180 open positions (~23% of corporate support staffing); $11.3M charged to corporate, $3.1M to Tax Services, $2.7M to Consumer Financial Services; expected ~$50M/yr compensation savings plus ~$60M non-comp overhead reduction
2008-01-31	other	completed	2		2007-12-28	2007-12-31	United States	Corporate — Executive	USD 9 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Severance costs for former CEO (Mark A. Ernst) and former CFO (William L. Trubeck); separation agreements dated 2007-12-28, employment terminated 2007-12-31
2008-01-31	restructuring	in_progress					United States	Discontinued Operations — Mortgage (OOMC/HRBMC)	USD 105 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Nine months ended 2008-01-31; includes $33.9M fixed asset write-offs; severance accrual $16.5M and contract termination accrual $20.6M at period end; headcount affected not disclosed
2008-01-31	restructuring	in_progress	505		2008-01-31			Corporate	USD 17 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Eliminated 325 filled and 180 open positions, representing approx. 23% of corporate support staffing. Pretax charge of $17.1M recorded in Q3 2008.
2008-01-31	restructuring	in_progress			2007-05-01			Discontinued Operations (Mortgage)	USD 105 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Restructuring plan to reduce costs within mortgage operations. Charges incurred during the nine months ended Jan 31, 2008 totaled $105.0M, including $33.9M in fixed asset write-offs.
2007-10-31	restructuring	in_progress					United States	Mortgage operations (discontinued operations)	USD 77 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Six-month restructuring charges include severance and contract termination costs; $33.9M in fixed asset write-offs. No employee count disclosed. Liability roll-forward shows employee severance accrual of $8.8M and contract termination accrual of $19.3M at period end.
2007-10-31	plant_closure	announced			2007-12-04		United States	Option One Mortgage Corporation (OOMC) — mortgage origination activities	USD 75 (millions)	subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Post-quarter announcement to terminate all remaining OOMC origination activities and pursue sale of servicing business. $34.9M of the $74.8M charge incurred in Q2; remainder expected primarily in Q3 FY2008. No employee count disclosed. Includes severance, lease termination, and asset write-offs.
2007-10-31	restructuring	in_progress			2007-12-04	2008-01-31		Mortgage Operations (Discontinued Operations)	USD 75 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Announced Dec 4, 2007: Termination of mortgage lending activities of OOMC. Pretax restructuring charge of $74.8M covers severance, lease termination, and asset write-offs. $34.9M incurred in Q2 ending Oct 31, 2007; remainder primarily in Q3 ending Jan 31, 2008. Employee count not disclosed.
2007-10-31	restructuring	in_progress			2007-05-01			Mortgage Operations (Discontinued Operations)	USD 77 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Cumulative restructuring charges for the six months ended Oct 31, 2007 totaled $77.1M, including $33.9M in fixed asset write-offs. Includes $8.8M accrual for employee severance costs as of Oct 31, 2007. Employee count not disclosed.
2007-07-31	restructuring	in_progress			2007-05-17		United States	Mortgage operations (discontinued operations)	USD 16 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Restructuring plan announced May 17, 2007 to reduce costs within mortgage operations; $16.1M charge recorded in Q1 FY2008. Roll-forward shows employee severance accrual of $7.3M and contract termination accrual of $12.4M at quarter-end. No employee count disclosed.
2007-07-31	restructuring	announced			2007-08-31		United States	Mortgage lending (Option One Mortgage Corporation)	USD 18 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	August 2007 announcement of reductions in mortgage lending workforce and retail facilities; estimated cost range $16M-$20M, primarily to be recorded in quarter ended October 31, 2007. No headcount figure disclosed. Midpoint of disclosed range shown.
2007-07-31	restructuring	in_progress			2007-05-17			Mortgage Operations (Discontinued Operations)	USD 16 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Charges incurred related to additional restructuring plan announced May 17, 2007. Includes employee severance and contract termination costs. Employee count not disclosed.
2007-07-31	restructuring	announced			2007-08-01	2007-10-31		Mortgage Operations (OOMC)	USD 16 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	OOMC announced reductions in mortgage lending workforce and retail facilities in August 2007. Cost estimated at $16-$20 million, primarily reflected in Q2 2008.
2007-04-30	restructuring	completed	500					Mortgage operations (OOMC/HRBMC — discontinued operations)	USD 22 (millions)	restructuring_footnote f5-10k / GLM-5.3-flash-HTML	Fiscal 2007 activity under a cost-reduction plan initiated in fiscal 2006 within mortgage operations: approximately 500 employees terminated and 17 branch offices closed. Restructuring liability at April 30, 2007 totaled $14.6 million (severance about $3.7 million; contract termination about $10.9 million), included in liabilities held for sale; approximately $11.7 million of cash payments made during the year. Additional branch closures and terminations expected until the OOMC sale completes.
2007-04-30	restructuring	announced	615		2007-05-17			Mortgage operations (OOMC/HRBMC — discontinued operations)	USD 19 (millions)	subsequent_events f5-10k / GLM-5.3-flash-HTML	Post-year-end action disclosed in Item 1 referencing a Form 8-K: fiscal 2008 restructuring including termination of approximately 615 employees, with estimated pretax charges of about $19.0 million in fiscal 2008. Part of strategy to consolidate origination processes and reduce overall costs. Expected completion falls within fiscal 2008 but no specific date disclosed.
2007-04-30	divestiture_reduction	announced			2007-04-19			Mortgage Services — Option One Mortgage Corporation and H&R Block Mortgage Corporation (discontinued operations)	USD 346 (millions)	discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Agreement signed April 19, 2007 to sell Option One Mortgage Corporation; termination of H&R Block Mortgage Corporation operations first announced November 6, 2006. Employee impact not quantified. Sale expected to close during Q2 of fiscal 2008; agreement may be terminated by either party if not closed by December 31, 2007. The charge is the fiscal 2007 fourth-quarter held-for-sale impairment (including full goodwill impairment of $152.5 million), not a severance charge.
2007-04-30	divestiture_reduction	in_progress						Business Services (three smaller lines of business) and Tax Services (United Kingdom operations)	USD 5 (millions)	discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	During fiscal 2007 the filer committed to plans to sell and/or completed wind-downs of these businesses, which are presented as discontinued operations with assets and liabilities held for sale at April 30, 2007. Employee impact not quantified. The $5.0 million is an additional impairment related to these businesses, not a severance charge.
2007-04-30	restructuring	in_progress	500				United States	Mortgage operations (discontinued operations)	USD 22 (millions)	restructuring_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Approximately 500 employees terminated and 17 branch offices closed during fiscal 2007; program initiated in fiscal 2006 and expected to continue until the mortgage operations sale is complete
2007-04-30	restructuring	announced	615		2007-05-17		United States	Mortgage operations (discontinued operations)	USD 19 (millions)	subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Disclosed via Form 8-K filed May 17, 2007; estimated pretax charges of approximately $19.0 million in fiscal 2008 as part of consolidating origination processes
2007-04-30	divestiture_reduction	in_progress					United States; United Kingdom	Business Services (three smaller lines of business); Tax Services (UK operations)	USD 5 (millions)	discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale or wind-down of three smaller Business Services lines and UK tax operations committed during fiscal 2007; $5.0 million impairment recorded; affected headcount not disclosed
2007-04-30	divestiture_reduction	announced			2007-04-19	2007-12-31	United States	Mortgage operations (Option One Mortgage Corporation; H&R Block Mortgage Corporation wind-down)	USD 346 (millions)	discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Agreement to sell OOMC entered April 19, 2007 with HRBMC operations to be terminated; includes $152.5 million goodwill impairment; expected to close in Q2 fiscal 2008 and terminable if not closed by December 31, 2007; affected headcount not disclosed
2007-04-30	acquisition_addition	completed					United States	Tax Services		business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisition of TaxWorks LLC (commercial tax preparation software provider) during fiscal 2007 for initial cash purchase price of $24.8 million; acquired headcount not disclosed. ExpressTax franchise acquisition added 249 offices; office count, not employee count, disclosed
2007-04-30	restructuring	completed	500		2007-04-30	2007-04-30	United States	Mortgage Operations	USD 22 (millions)	Item 1. Business - Discontinued Operations f5-10k / Qwen3.6-27B-Q8_0	Terminated approximately 500 employees and closed 17 branch offices. Pretax charge of $21.5 million.
2007-04-30	restructuring	announced	615		2007-05-17		United States	Mortgage Operations	USD 19 (millions)	subsequent_events f5-10k / Qwen3.6-27B-Q8_0	Form 8-K filed May 17, 2007 related to restructuring activities during fiscal year 2008. Termination of approximately 615 employees. Estimated pretax charges of $19.0 million.
2007-01-31	restructuring	in_progress			2006-11-06		United States	Mortgage Operations (Option One Mortgage Corporation / H&R Block Mortgage Corporation)	USD 7 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Additional restructuring plan announced 2006-11-06 within mortgage operations; charges recorded primarily in Q3 and Q4 FY2007. No employee count disclosed. Restructuring liability includes employee severance costs ($1.3M balance at 2007-01-31) and contract termination costs ($7.7M balance at 2007-01-31).
2007-01-31	restructuring	in_progress			2006-11-06			Mortgage Operations (Discontinued Operations)	USD 9 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Charges incurred during the current quarter related to an additional restructuring plan announced Nov 6, 2006, totaled $6.5 million. Total accrual balance as of Jan 31, 2007 was $8.96 million, comprising employee severance costs and contract termination costs for vacant space.
2007-01-31	other	completed			2006-11-01	2007-01-02		Corporate (Legal)	USD 1 (millions)	other f5-10q / Qwen3.6-27B-Q8_0	Separation of Nicholas J. Spaeth, Senior Vice President, Chief Legal Officer. Employment terminated Jan 2, 2007. Severance pay of $659,200 to be paid over 12 months.
2006-10-31	restructuring	in_progress					United States	Mortgage Services		restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Plan initiated during fiscal year 2006 to reduce costs in mortgage operations; exact announcement date not disclosed. Roll-forward shows accrual of $7,558 thousand at April 30, 2006, cash payments of $4,621 thousand and other adjustments of $(496) thousand during the six months, leaving $2,441 thousand at October 31, 2006. Remaining liability relates to lease obligations for vacant space from branch office closings; no employee count disclosed.
2006-10-31	restructuring	announced	300		2006-11-06		United States	Mortgage Services		restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Post-quarter announcement of an additional restructuring plan within mortgage operations, including closure of twelve offices and affecting approximately 300 positions; charges expected to be $10 million to $12 million, recorded primarily during the third and fourth quarters of fiscal 2007. Charge value left null because only a range was disclosed.
2006-10-31	restructuring	announced	300		2006-11-06			Mortgage Services	USD 11 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Announced Nov 6, 2006. Includes closure of twelve offices. Charges expected between $10M and $12M, recorded primarily in Q3 and Q4.
2006-07-31	restructuring	in_progress					United States	Mortgage Services	USD 2 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Cost-reduction restructuring within mortgage operations initiated in fiscal 2006; announcement date not disclosed. Employee severance accrual of $1.737M at April 31, 2006 was fully paid during the quarter, leaving $0 at July 31, 2006. Remaining $2.932M liability is contract termination costs for leases on vacant space from branch office closings. No employee count disclosed.
2006-07-31	restructuring	completed						Tax Services	USD 2 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Employee severance costs accrual balance of $1.7 million as of April 30, 2006 was fully paid out during the quarter, resulting in a zero balance at July 31, 2006. Related to district realignments.
2006-07-31	restructuring	in_progress						Tax Services	USD 3 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Contract termination costs remaining liability of $2.9 million at July 31, 2006. Relates to lease obligations for vacant space resulting from branch office closings.
2006-04-30	restructuring	completed	1,200				United States	Mortgage Services	USD 13 (millions)	restructuring_footnote f5-10k / GLM-5.3-flash-HTML	Restructuring plan initiated during fiscal 2006 (no specific announcement date disclosed) eliminated approximately 1,200 positions and closed branch offices. The $12.6 million pretax charge comprised $6.7 million employee severance and $5.9 million contract termination costs. Restructuring substantially completed by fiscal year-end; severance payments largely completed by May 2006, while lease-related contract termination obligations extend through October 2011. Also referenced in MD&A; extracted once from the footnote per deduplication rule.
2006-04-30	restructuring	completed	1,200				United States	Mortgage Services	USD 13 (millions)	restructuring_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Restructuring plan to reduce mortgage operations costs; approximately 1,200 positions eliminated and some branch offices closed. Charge comprises $6.7M severance and $5.9M contract termination costs; $5.1M paid and $7.6M accrued at year-end. Severance payments substantially completed by May 2006; remaining contract termination obligations relate to vacant-space leases running through October 2011. Announcement date not disclosed.
2006-04-30	acquisition_addition	completed					United States	Business Services	USD 191 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisition of all outstanding common stock of American Express Tax and Business Services, Inc., merged into RSM McGladrey, Inc.; purchase price $190.7M. Headcount added through the acquisition is not disclosed.
2006-04-30	other	completed	152				United States	Investment Services		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Minimum production standards implemented in Q4 fiscal 2005 resulted in 152 low-producing financial advisors leaving the company during fiscal 2006; no severance charge disclosed. Same standards also caused 111 advisors to increase production.
2006-04-30	restructuring	completed	1,200		2006-04-30	2006-04-30	United States	Mortgage Services	USD 13 (millions)	restructuring_footnote f5-10k / Qwen3.6-27B-Q8_0	Restructuring plan within Mortgage Services segment to reduce costs, including eliminating approximately 1,200 positions and closing some branch offices. Charge consists of $6.7 million in employee severance and $5.9 million in contract termination costs.
2006-01-31	restructuring	announced			2006-01-31	2006-04-30	United States	Mortgage Services	USD 10 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Planned Q4 FY2006 staffing reductions and branch closures; no employee count disclosed. Charge excludes the workforce action itself.
2006-01-31	acquisition_addition	completed			2005-10-01		United States	Business Services		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Acquisition of American Express Tax and Business Services, Inc. effective 2005-10-01 for $191.7M; no headcount added disclosed.
2006-01-31	restructuring	announced			2006-01-31			Mortgage Services	USD 11 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Company expects to take actions to reduce staffing levels and close a number of branches in Q4, estimated to result in a pretax charge of $10 million to $12 million.
2006-01-31	acquisition_addition	completed			2005-10-01			Business Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired American Express Tax and Business Services, Inc. effective October 1, 2005. Headcount not explicitly disclosed.
2005-10-31	acquisition_addition	completed			2005-10-01			Business Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired American Express Tax and Business Services, Inc. effective Oct 1, 2005. Headcount not disclosed.
2005-10-31	other	completed	116					Investment Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	116 low-producing advisors left the company due to minimum production standards implemented in Q4 FY2005.
2005-07-31	other	completed	74					Investment Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	74 low-producing advisors left the company due to minimum production standards implemented in the prior fiscal year.
2005-04-30	acquisition_addition	completed					United States	Business Services		business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	During fiscal 2005 the Business Services segment acquired six businesses (cash payments of $19.5 million, plus $0.1 million payable over five years), and the company completed other immaterial acquisitions (cash payments of $14.4 million). The headcount added through these acquisitions was not disclosed; specific completion dates were not provided. Purchase consideration was not populated as an associated charge because it is consideration paid, not a severance or restructuring charge.
2005-04-30	acquisition_addition	completed					United States	Business Services	USD 20 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Six Business Services acquisitions during FY2005; headcount added not disclosed
2005-04-30	acquisition_addition	completed					United States	Other	USD 14 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Other acquisitions during FY2005; headcount added not disclosed
2005-04-30	acquisition_addition	completed					United States	Business Services	USD 20 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Six Business Services acquisitions completed during fiscal year 2005; $19.5 million cash paid. No headcount added through the acquisitions is disclosed.
2005-04-30	acquisition_addition	completed					United States	Business Services	USD 20 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Six Business Services acquisitions in FY2005; asset value $19,993K. Headcount added not disclosed.
2005-04-30	acquisition_addition	completed					United States	Business Services	USD 6 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Three accounting firm acquisitions in FY2004; asset value $6,464K. Headcount added not disclosed.
2005-04-30	acquisition_addition	completed					United States	Tax Services	USD 243 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	FY2004 acquisition of assets/stock of ten former major franchise territories; asset value $243,246K. Headcount added not disclosed.
2004-04-30	acquisition_addition	completed					United States	U.S. Tax Operations	USD 243 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Acquisition of assets and stock in the franchise territories of ten former major franchisees during fiscal 2004; territories were converted to company-owned tax operations (459 company-owned offices at year-end). Number of employees added through the transition is not disclosed.
2004-04-30	acquisition_addition	completed					United States	Business Services	USD 6 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Three accounting firms acquired during fiscal 2004 for $6.2 million in cash, plus $1.0 million payable over the following five years. Employee headcount added not disclosed.
2004-04-30	acquisition_addition	completed					United States	U.S. Tax Operations	USD 243 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase price of $243.2 million for assets and stock of ten former major franchise territories converted to company-owned operations during fiscal 2004; employee counts not disclosed. Related goodwill of $205.3 million.
2004-04-30	acquisition_addition	completed					United States	Business Services	USD 6 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Three accounting firms acquired during fiscal 2004 for $6.2 million cash, with additional payments of $1.0 million over five years and contingent consideration of approximately $3.0 million; employee counts not disclosed.
2004-04-30	other	completed					United States	U.S. Tax Operations		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Two former major franchise territories were re-franchised under new franchise agreements during fiscal 2004, moving operations from company-owned back to franchise; employee counts not disclosed. One franchisee is in litigation over post-expiration covenants and payment terms.
2004-01-31	acquisition_addition	completed			2004-01-08		United States	U.S. Tax Operations	USD 243 (millions)	business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Cash payments of $243.3M for assets/stock of ten former major franchise territories; company-owned operations commenced. No employee count disclosed.
2004-01-31	other	completed			2004-01-08		United States	U.S. Tax Operations	USD 130 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Settlement of Smith litigation with nine former major franchisees for $130.1M; franchise agreements terminated and territories converted to company-owned. No employee count disclosed.
2004-01-31	acquisition_addition	completed			2004-01-31		United States	U.S. Tax Operations	USD 243,257 (thousands)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired assets and stock in franchise territories of ten former major franchisees. Cash payments of $243.3 million. Headcount not disclosed.
2004-01-31	other	completed			2004-01-08		United States	U.S. Tax Operations	USD 227,000 (thousands)	other f5-10q / Qwen3.6-27B-Q8_0	Settled litigation with nine former major franchisees. Agreed to pay $227.0 million as 'fair and equitable price' for franchise businesses. Headcount impact not disclosed.
2003-10-31	acquisition_addition	completed					United States	U.S. Tax Operations	USD 118,828 (thousands)	business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Acquisition of assets in franchise territories of ten former major franchisees; no employee headcount disclosed. Company expects 476 more company-owned and 238 more regular franchise offices for upcoming tax season.
2003-10-31	acquisition_addition	completed			2003-10-31		United States	U.S. Tax Operations	USD 119 (thousands)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired assets in franchise territories of ten former major franchisees; commenced company-owned operations. Headcount not disclosed.
2003-10-31	acquisition_addition	completed			2003-08-01		United States	Mortgage Operations		MD&A f5-10q / Qwen3.6-27B-Q8_0	Hired 23.5% more sales associates to support higher loan production volumes.
2003-07-31	acquisition_addition	completed			2003-07-31			U.S. Tax Operations	USD 5,024 (thousands)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Franchise agreements of two major franchisees expired; subsidiaries began operating as company-owned. Cash payments of $5,024 thousand made. Headcount not disclosed.
2003-07-31	acquisition_addition	completed			2003-07-31			U.S. Tax Operations	USD 3,867 (thousands)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Other acquisitions added $3,867 thousand to goodwill. Headcount not disclosed.
2003-04-30	acquisition_addition	completed					United States	U.S. Tax Operations (Tax Services)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Tax Services acquired the operations of three franchise offices during fiscal 2003; acquired employee count not disclosed.
2003-04-30	acquisition_addition	completed						Business Services		business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Two accounting firms acquired during fiscal 2003 for cash payments of approximately $2.6 million; employee count not disclosed.
2003-04-30	acquisition_addition	announced					United States	U.S. Tax Operations		other f5-10k / GLM-5.3-flash-HTML	Program to acquire up to thirteen major franchise businesses as agreements expire July 1, 2003, September 2003, and in fiscal 2005; HRB Royalty must pay no less than 80% of trailing twelve-month revenues, with a minimum estimated purchase price of $105.0 million; employee count not disclosed.
2002-04-30	reduction_in_force	completed		3.3%	2001-10		United States	Investment services (HRBFA) — non-advisor positions	USD 3 (millions)	Item_1_Business f5-10k / GLM-5.3-flash-HTML	Approximately 3.3% of HRBFA's total workforce reduced in non-advisor positions to counter reduced revenues; several support functions were eliminated or consolidated into other subsidiaries. The ~$3 million severance charge is the combined fiscal 2002 figure for the October 2001 and April 2002 reductions and is not split between them.
2002-04-30	reduction_in_force	completed			2002-04		United States	Investment services (HRBFA)		MD&A f5-10k / GLM-5.3-flash-HTML	Final step in a disclosed sequence of workforce reductions (April 2001, October 2001, April 2002) tied to process re-engineering and cost consolidation; headcount magnitude not separately quantified. Cost is subsumed in the ~$3 million combined fiscal 2002 severance charge reported for the sequence.
2002-04-30	other	completed			2002-04		United States	Investment services (HRBFA) — principal equity trading / market making	USD 1 (millions)	MD&A f5-10k / GLM-5.3-flash-HTML	HRBFA withdrew from equity market making and closed its principal equity trading operations in April 2002, citing decimalization of spreads and reduced trading volumes; ~$1 million of exit costs recorded in fiscal 2002 (labeled 'other' because the filing describes them as exit costs, not severance).
2002-04-30	acquisition_addition	completed	150		2001-09-01		Washington, United States	Business services (RSM McGladrey)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Purchase of the non-attest and non-tax related assets of Knight Vale & Gregory PLLC (offices in Olympia, Renton, Seattle and Tacoma); filing states the acquisition added a staff of over 150 individuals to RSM, so 150 is the stated floor.
2002-04-30	restructuring	completed		3.3%	2001-10		United States	Investment services (H&R Block Financial Advisors) — non-advisor positions	USD 3 (millions)	MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Approximately 3.3% of HRBFA's total workforce in non-advisor positions reduced in October 2001 as part of process re-engineering and consolidation. Severance charges of approximately $3 million incurred in fiscal 2002 cover both this October 2001 reduction and a further reduction in April 2002.
2002-04-30	restructuring	completed			2002-04		United States	Investment services (H&R Block Financial Advisors)		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Workforce reduction occurred in April 2002 following reductions in April 2001 and October 2001; headcount affected not separately disclosed. Severance charges of approximately $3 million were incurred in fiscal 2002 in aggregate. Related to withdrawal from equity market making activities in April 2002, which incurred exit costs of approximately $1 million.
2002-04-30	acquisition_addition	completed	150		2001-09-01		United States (Washington State)	Business services (RSM McGladrey)		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase of non-attest and non-tax assets of Knight Vale & Gregory PLLC added a staff of over 150 individuals; count stated as 'over 150'.
2002-04-30	restructuring	completed		3.3%	2001-10		United States	Investment Services	USD 3,000 (thousands)	MD&A f5-10k / Qwen3.6-27B-Q8_0	Reduction of 3.3% of total workforce in non-advisor positions in October 2001. Severance charges of approximately $3 million incurred in fiscal 2002.
2002-04-30	acquisition_addition	completed	150		2001-09-01		United States	Business Services		Item_1_Business f5-10k / Qwen3.6-27B-Q8_0	Acquisition of Knight Vale & Gregory PLLC added a staff of over 150 individuals.
2002-01-31	restructuring	completed			2001-10-01		United States	Investment services	USD 2 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Workforce reduction in October 2001 as part of re-engineering and consolidation with corporate departments; no employee count disclosed.
2002-01-31	restructuring	completed				2001-10-01		Investment Services	USD 2 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Reduction in workforce occurred in October 2001 as part of re-engineering and consolidation efforts; severance charges of approximately $1.7 million incurred.
2001-10-31	restructuring	completed			2001-10-01		United States	Investment services	USD 2 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Workforce reduction in October 2001 as part of re-engineering and consolidation efforts with corporate departments; number of employees affected not disclosed.
2001-10-31	restructuring	completed			2001-10-01	2001-10-31	United States	Investment Services	USD 2 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Reduction in workforce occurred in October 2001; company incurred severance charges of approximately $1.7 million.
2001-10-31	acquisition_addition	completed			2001-10-31	2001-10-31	United States	Business Services		MD&A f5-10q / Qwen3.6-27B-Q8_0	Segment acquired two accounting firms expanding coverage to Seattle and San Francisco, plus add-on acquisitions in New York City and Dallas. Headcount not disclosed.
2001-07-31	plant_closure	in_progress					United Kingdom	International tax operations		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Filer attributes part of the UK pretax loss increase to severance costs as unprofitable offices are closed; no headcount, charge amount, or timing disclosed.
2001-07-31	restructuring	in_progress					United States	Mortgage operations		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Segment results were slightly reduced by costs associated with winding down certain mortgage activities; no headcount or charge quantified.
2001-07-31	acquisition_addition	announced					United States	Business services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Two regional accounting firms acquired after quarter-end, expanding into two major metropolitan areas; no headcount added disclosed.
2001-07-31	restructuring	in_progress					United Kingdom	International tax operations		MD&A f5-10q / Qwen3.6-27B-Q8_0	Severance costs incurred as unprofitable offices are being closed.
2001-07-31	acquisition_addition	completed						Business services		MD&A f5-10q / Qwen3.6-27B-Q8_0	Acquired two regional accounting firms subsequent to quarter end.
2001-04-30	reduction_in_force	completed		6%	2001-04-30	2001-04-30	United States	Investment services (H&R Block Financial Advisors) — non-advisor positions	USD 2 (millions)	Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Approximately six percent of HRBFA's total workforce in non-advisor positions reduced in April 2001 (only month disclosed); one-time severance charge of $1.6 million; total severance charges for fiscal 2001 across the Company were $2.7 million. Percent is of HRBFA workforce, not consolidated workforce.
2001-04-30	divestiture_reduction	completed			2000-12-31	2000-12-31	United States (Indianapolis, Indiana)	Business services (KSM Business Services)		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Substantially all assets of KSM Business Services sold on 2000-12-31; headcount removed not disclosed. A pretax gain of $2.04 million was recorded.
2001-04-30	acquisition_addition	completed			2001-04-30	2001-04-30	United States	Business services (RSM McGladrey and regional accounting firms)	USD 54 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Several accounting firms acquired during fiscal 2001 for aggregate purchase prices of $54.4 million, including Edward Isaacs & Company (2000-10-02) and Keller Bruner & Company (2000-12-01); headcount added not disclosed. Charge value is purchase price, not a severance charge.
2001-04-30	other	completed			2001-04-30	2001-04-30	United States	Business services (RSM McGladrey)		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Five previously acquired regional accounting firms integrated into RSM McGladrey during fiscal 2001; headcount impact not disclosed.
2001-04-30	reduction_in_force	completed		6%	2001-04-30	2001-04-30	United States	Investment Services	USD 2 (millions)	MD&A f5-10k / Qwen3.6-27B-Q8_0	HRBFA reduced approximately six percent of its total workforce in non-advisor positions in April 2001. One-time charge of $1.6 million related to severance costs.
2001-01-31	divestiture_reduction	completed			2000-12		United States (Indianapolis, Indiana)	Business services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Sale of assets of the Indianapolis-based regional accounting firm recorded a $2.0 million pretax gain; no headcount disclosed.
2001-01-31	other	completed			2000-12-22	2000-12-31	United States	Financial Services		other f5-10q / Qwen3.6-27B-Q8_0	Termination of employment and resignation as President, Financial Services Group of Block Financial Corporation by David J. Kasper, effective December 31, 2000.
2000-04-30	acquisition_addition	completed			1999-08-02	1999-08-02	United States	Business Services	USD 240 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase of substantially all non-attest assets of McGladrey & Pullen, LLP for $240M cash over four years plus assumed pension liabilities of $52.7M. Filer does not disclose employee headcount added. RSM McGladrey integration expected to reach approximately 4,000 employees across 100 offices upon completion.
2000-04-30	acquisition_addition	completed			1999-12-01	1999-12-01	United States	Financial Services	USD 850 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase of OLDE Financial Corporation and Financial Marketing Services for $850M cash plus $48.5M net tangible book value payments. Filer does not disclose employee headcount added. OLDE Discount operated 198 offices in 35 states and DC at fiscal year end.
2000-04-30	acquisition_addition	completed			1999-10-07	1999-10-07	United States	U.S. Tax Operations		business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisition of a major tax franchise operation with 90 offices; consideration was 475,443 treasury shares valued at approximately $21.0M. Employee headcount added not disclosed.
2000-04-30	divestiture_reduction	completed			2000-03-01	2000-03-31	United States	Financial Services	USD 15 (millions)	discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of NCS Mortgage Services wholesale subprime mortgage origination operations in March 2000; pretax loss of $14.5M recorded. Employee headcount removed not disclosed.
2000-04-30	acquisition_addition	completed			1999-08-02	1999-08-02	United States	Business Services		Item_1_Business f5-10k / Qwen3.6-27B-Q8_0	Acquisition of substantially all non-attest assets of McGladrey & Pullen, LLP. No specific headcount disclosed.
2000-04-30	acquisition_addition	completed			1999-12-01	1999-12-01	United States	Financial Services		Item_1_Business f5-10k / Qwen3.6-27B-Q8_0	Acquisition of OLDE Financial Corporation and Financial Marketing Services, Inc. No specific headcount disclosed.
2000-04-30	acquisition_addition	completed			1999-10-01	1999-10-01	North and South Carolina	U.S. Tax Operations		Item_1_Business f5-10k / Qwen3.6-27B-Q8_0	Acquisition of a major tax franchise operation serving parts of North and South Carolina through 90 offices. No specific headcount disclosed.
2000-01-31	acquisition_addition	completed			1999-08-02	1999-08-02	United States	Business services (RSM McGladrey)		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Purchase of substantially all non-attest assets of McGladrey & Pullen, LLP; no employee headcount disclosed in the filing.
2000-01-31	acquisition_addition	completed			1999-12-01	1999-12-01	United States	Financial services (Olde Financial Corporation)		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Olde Discount Corporation operates 181 branch offices with approximately 1,200 registered representatives; representatives figure is not stated as employee headcount.
2000-01-31	acquisition_addition	completed			1999-12-01		United States	Financial Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquisition of Olde Financial Corporation. Disclosure mentions 'approximately 1,200 registered representatives' but does not provide total employee headcount.
2000-01-31	acquisition_addition	completed			1999-08-02		United States	Business Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquisition of non-attest assets of McGladrey & Pullen, LLP. Disclosure mentions 'more than 70 offices' but does not provide employee headcount.
1999-10-31	acquisition_addition	completed			1999-08-02	1999-08-02	United States	Business services		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Purchase of substantially all non-attest assets of McGladrey & Pullen, LLP; more than 70 offices acquired but no employee headcount disclosed.
1999-10-31	acquisition_addition	completed	1,200		1999-12-01	1999-12-01	United States	Financial services		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Approximately 1,200 registered representatives across 181 branch offices in 35 states; count refers to registered representatives, not explicitly stated as employees.
1999-10-31	acquisition_addition	completed			1999-08-02		United States	Business Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Acquired non-attest assets of McGladrey & Pullen, LLP. Headcount not disclosed.
1999-10-31	acquisition_addition	announced			1999-12-01		United States	Financial Services		subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Acquired Olde Financial Corporation. Headcount not disclosed.
1999-07-31	acquisition_addition	completed			1999-08-02		United States	Business services		subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Completed purchase of substantially all non-attest assets of McGladrey & Pullen, LLP. Headcount not disclosed.
1999-07-31	acquisition_addition	announced			1999-09-01	1999-12-31	United States	Financial services	USD 850 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Announced agreement to acquire Olde Financial Corporation for $850 million cash. Headcount not disclosed.
1999-04-30	acquisition_addition	completed					United States	Business Services (six regional accounting firms plus several smaller market firms)	USD 110 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Six regional accounting firms and several smaller market firms acquired at various dates during fiscal 1999 (first firm, DMJK, in May 1998; last, C.W. Amos, on April 16, 1999). Aggregate purchase prices plus contingent payments of $110.1 million. Headcount added through these transactions was not disclosed.
1999-04-30	acquisition_addition	completed			1999-03-05		United States (Massachusetts, Rhode Island, New Hampshire)	Mortgage Operations (Assurance Mortgage Corporation of America)	USD 12 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Conventional retail mortgage lender acquired March 5, 1999; consideration was 268,325 common shares issued from treasury, valued at $11,860 thousand. Employee counts not disclosed.
1999-04-30	acquisition_addition	completed			1999-01		United States (Kansas City, Missouri)	Other Business / financial services (Birchtree Financial Services, Inc.)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Full-service investment firm acquired by Block Financial Corporation in January 1999 (month disclosed, day not stated). Purchase price and employee counts not disclosed in this filing.
1999-04-30	divestiture_reduction	completed			1999-01-29		United States	Credit card operations (WebCard Visa portfolio; segment reported as discontinued operations)	USD 21 (millions)	discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Block Financial Corporation sold its WebCard Visa credit card portfolio to Providian National Bank on January 29, 1999; the credit card segment is reflected as discontinued operations. The charge is the net loss on the transaction (net of taxes), not a severance charge. Employee counts not disclosed.
1999-04-30	acquisition_addition	completed					United States (Blue Bell, Pennsylvania)	Business Services (Rudolph, Palitz LLP — seventh regional accounting firm)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Non-attest assets of the seventh regional accounting firm acquired by RP Business Services, Inc. shortly after the April 30, 1999 fiscal year-end; exact date, purchase price, and employee counts not disclosed in this filing.
1999-04-30	acquisition_addition	announced			1999-06-29	1999-08	United States (headquartered in Minneapolis, Minnesota)	Business Services (McGladrey & Pullen LLP)	USD 240 (millions)	subsequent_events f5-10k / GLM-5.3-flash-HTML	Asset purchase agreement signed June 29, 1999 to acquire substantially all non-attest assets of McGladrey & Pullen LLP, the nation's seventh largest accounting and consulting firm: $240 million in cash payments over four years, pension liabilities with a present value of approximately $50 million, plus additional contingent payments. Closing expected August 1999, subject to regulatory approvals and closing conditions; M&P reported fiscal 1999 revenues of $328 million. Headcount not disclosed.
1999-04-30	divestiture_reduction	announced			1999-07-21		United States (headquartered in Irvine, California)	Mortgage Operations (Option One Mortgage Corporation)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Post-fiscal-year-end announcement that the Company is evaluating strategic alternatives for Option One, including a possible sale or joint venture, while stating it remains committed to the retail mortgage business. Exploratory only — the Company states there is no assurance any transaction will occur, and any transaction requires Board approval. No workforce action has been taken.
1999-04-30	acquisition_addition	completed					United States	Business Services	USD 110 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Six regional accounting firms and several smaller local firms acquired during FY1999; purchase prices plus contingent payments totaled $110.1M; no headcount disclosed
1999-04-30	divestiture_reduction	completed				1999-01-29	United States	Credit Card Operations	USD 21 (millions)	discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of WebCard Visa credit card portfolio to Providian National Bank; $20.9M loss net of taxes; no headcount disclosed
1998-07-31	acquisition_addition	completed			1998-05-31		Kansas City, Missouri, United States	Business services		MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Company acquired its first accounting firm in May 1998, creating a new reportable segment; no employee count disclosed. Related goodwill amortization of $73 thousand for the quarter.
1998-04-30	acquisition_addition	completed			1997-04-14	1997-06-17	United States	Mortgage Operations (Option One Mortgage Corporation)	USD 218 (millions)	business_combinations_footnote f5-10k / GLM-5.3-flash-HTML	Acquisition of Option One by Block Financial Corporation completed June 17, 1997; stock purchase agreement dated April 14, 1997. Cash purchase price of $218.1 million (roughly $28.1 million adjusted stockholders' equity plus $190 million premium), funded with $250 million of 6.75% senior notes issued October 1997; a separate $456.2 million payment retired intercompany loans and was repaid within the month. Employee headcount added through the acquisition is not disclosed.
1998-04-30	divestiture_reduction	completed			1997-09-07	1998-01-31	United States	Online services (CompuServe Corporation — discontinued operations)		discontinued_operations_footnote f5-10k / GLM-5.3-flash-HTML	Sale of the Company's 80.1% interest in CompuServe to a WorldCom subsidiary completed January 31, 1998 via stock-for-stock exchange (30.1 million WorldCom shares for 74.2 million CompuServe shares), monetized February 2, 1998 for net proceeds of about $1.033 billion; after-tax gain of $231.9 million. CompuServe presented as discontinued operations; headcount removed from the consolidated group is not disclosed. Merger agreement dated September 7, 1997.
1998-04-30	acquisition_addition	completed			1998		United States	U.S. Tax Operations (Tax Services)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	During fiscal 1998, Tax Services acquired 117 U.S. tax offices: 69 H&R Block franchise offices and 48 offices of other tax businesses. Headcount added through these acquisitions is not disclosed.
1998-04-30	acquisition_addition	completed			1998-05		Alabama, Mississippi and Florida panhandle, United States	U.S. Tax Operations (franchise network)		Item_1_Business f5-10k / GLM-5.3-flash-HTML	Subsequent to fiscal year-end, Tax Services acquired a major franchise operation comprising 111 offices of the major franchisee plus 68 satellite offices; transaction became effective immediately after April 30, 1998. Headcount added is not disclosed.
1998-04-30	acquisition_addition	completed			1997-06-17	1997-06-17	United States	Mortgage Operations	USD 218 (millions)	business_combinations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Cash purchase price of $218.1M; headcount added not disclosed. Option One had a network of 5,000+ mortgage brokers in 46 states.
1998-04-30	divestiture_reduction	completed			1998-01-31	1998-01-31	United States	Discontinued Operations (CompuServe)		discontinued_operations_footnote f5-10k / MiMo-V2.6-Flash-fp8-HTML	Stock-for-stock transaction; headcount removed not disclosed. Net proceeds of $1.033B from monetization of WorldCom stock.
1998-04-30	acquisition_addition	completed			1998-04-30	1998-04-30	United States	U.S. Tax Operations		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Included 69 H&R Block franchise offices and 48 offices of other tax businesses; headcount added not disclosed.
1998-04-30	acquisition_addition	completed			1998-05-01	1998-05-01	United States (Alabama, Mississippi, Florida panhandle)	U.S. Tax Operations		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Effective immediately after fiscal year-end; 111 major franchise offices and 68 satellite offices; headcount not disclosed.
1998-04-30	acquisition_addition	completed			1997-06-17	1997-06-17	United States	Mortgage Operations	USD 218 (millions)	Item 1. Business - General Development of Business f5-10k / Qwen3.6-27B-Q8_0	Purchase of Option One Mortgage Corporation. Headcount not explicitly disclosed in text, but entity had network of 5,000+ brokers.
1998-01-31	acquisition_addition	completed				1997-06-17	United States	Mortgage Operations		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Purchase of Option One Mortgage Corporation completed 1997-06-17; no employee headcount added disclosed in filing.
1998-01-31	divestiture_reduction	completed				1998-01-31	United States	Computer Services (discontinued operations)		other f5-10q / MiMo-V2.6-Flash-fp8-HTML	Sale of 80.1% interest in CompuServe to WorldCom subsidiary completed 1998-01-31; no employee headcount removed disclosed in filing.
1997-10-31	acquisition_addition	completed			1997-06-17	1997-06-17	United States	Financial Services		business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Company completed purchase of Option One Mortgage Corporation. Headcount added not explicitly quantified in filing.
1997-10-31	other	completed			1997-09-07			Computer Services (Discontinued)		MD&A f5-10q / Qwen3.6-27B-Q8_0	Entered into merger agreement for WorldCom to acquire CompuServe. Computer Services segment reclassified as discontinued operations. Workforce impact not quantified.
1997-07-31	acquisition_addition	completed			1997-06-17	1997-06-17	United States (Santa Ana, California; operations in 46 states)	Financial Services (retail mortgage operations)		business_combinations_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Purchase completed June 17, 1997 for $218.1 million cash; no employee count disclosed for the acquired workforce.
1997-07-31	divestiture_reduction	announced			1997-09-07		United States	Computer Services segment (CompuServe Corporation)		subsequent_events f5-10q / MiMo-V2.6-Flash-fp8-HTML	Merger agreement signed after quarter end; CompuServe reclassified to discontinued operations. No headcount impact disclosed.
1997-07-31	acquisition_addition	completed			1997-06-17	1997-06-17	United States	Financial Services	USD 218 (millions)	business_combinations_footnote f5-10q / Qwen3.6-27B-Q8_0	Company completed purchase of Option One Mortgage Corporation. Headcount not disclosed; purchase price was $218.1 million.
1997-04-30	acquisition_addition	completed			1997-04-16	1997-06-17	United States	Financial Services	USD 218 (millions)	subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase price of $218.1 million in cash plus $456 million intercompany loan repayment. Completed June 17, 1997 (after fiscal year-end). Employee headcount not disclosed.
1997-01-31	restructuring	completed			1996-05-01		United States	Computer Services (CompuServe) — corporate computer software group, U.S.-based staff functions and office facilities	USD 18 (millions)	other f5-10q / MiMo-V2.6-Flash-fp8-HTML	First-quarter FY1997 nonrecurring pretax charge covering potential disposition of software group assets, consolidation of U.S. staff functions and offices, renegotiated third-party customer service agreements, and obsolete software write-offs. No employee count disclosed.
1997-01-31	restructuring	completed			1996-10-01	1997-01-31	United States	Computer Services	USD 17,713 (thousands)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Charge related to potential sale of assets, consolidation of U.S.-based staff functions and office facilities, renegotiation of customer service agreements, and write-off of obsolete software.
1997-01-31	restructuring	completed			1996-11-21	1997-01-31	Global	Computer Services	USD 7,850 (thousands)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Charge due to withdrawal of WOW! online service from the marketplace.
1996-10-31	restructuring	in_progress					United States	Computer Services	USD 18 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	First-quarter charge covering potential disposition of a corporate software group, consolidation of U.S. staff functions and office facilities, renegotiated third-party customer service agreements, and write-off of obsolete billing/customer service software. No employee count disclosed.
1996-10-31	plant_closure	announced			1996-11-21	1997-01-31	United States	Computer Services	USD 8 (millions)	MD&A f5-10q / MiMo-V2.6-Flash-fp8-HTML	Withdrawal of the WOW! online service from the marketplace effective January 31, 1997; charge recorded in the current quarter. No workforce impact quantified.
1996-10-31	restructuring	completed			1996-07-31		United States	Computer Services	USD 18 (millions)	MD&A f5-10q / Qwen3.6-27B-Q8_0	Charge related to potential sale of software group assets, consolidation of U.S. staff functions and facilities, renegotiation of customer service agreements, and write-off of obsolete software costs.
1996-10-31	restructuring	announced			1996-11-21	1997-01-31		Computer Services	USD 8 (millions)	subsequent_events f5-10q / Qwen3.6-27B-Q8_0	Announced withdrawal of WOW! online service effective January 31, 1997. Charge recorded in Q2 FY1997.
1996-07-31	restructuring	in_progress					United States	Computer Services	USD 18 (millions)	restructuring_footnote f5-10q / MiMo-V2.6-Flash-fp8-HTML	Charge recorded in the quarter for the Computer Services segment covering potential disposition of a corporate computer software group, consolidation of U.S. staff functions and office facilities, renegotiated third-party customer service agreements, and write-off of obsolete billing/customer service software. No employee count disclosed. CompuServe expects cost reductions exceeding $20 million for the balance of fiscal 1997 and over $30 million annualized.
1996-07-31	restructuring	completed			1996-07-31		United States	Computer Services	USD 18 (millions)	restructuring_footnote f5-10q / Qwen3.6-27B-Q8_0	Charge relates to estimated loss on potential sale of assets, consolidation of U.S.-based staff functions and office facilities, renegotiation of customer service agreements, and write-off of obsolete software.
1996-04-30	divestiture_reduction	completed			1995-05-01	1995-05-01	United States	Block Financial Corporation — personal productivity software (MECA Software, Inc.)		MD&A f5-10k / MiMo-V2.6-Flash-fp8-HTML	Sale of MECA Software to Bank of America and NationsBank for $35 million, producing a pretax gain of $12.4 million; no employee counts disclosed.
1996-04-30	acquisition_addition	completed			1995-12-01	1995-12-31	United States — Detroit metropolitan area, Michigan	H&R Block Tax Services, Inc. — company-owned and franchised offices		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Purchase of assets of Nationwide Income Tax Service Company (eight company-owned offices and 30 franchised locations); employee headcount added not disclosed. Announcement month only (December 1995).
1996-04-30	divestiture_reduction	in_progress			1996-02-20	1996-11-01	United States	CompuServe Corporation		Item_1_Business f5-10k / MiMo-V2.6-Flash-fp8-HTML	Full separation of CompuServe: IPO of 18.4 million shares completed 1996-04-19 (ownership reduced to just over 80%), with planned pro rata distribution of remaining 74,200,000 shares on or about 1996-11-01, subject to shareholder and IRS conditions. No employee counts disclosed.
1996-04-30	restructuring	announced			1996-04-30		United States, Canada, Australia, international markets	Tax operations reorganized into three areas: H&R Block Tax Services (US), H&R Block Premium, H&R Block International		subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Structural reorganization of tax operations announced following fiscal year-end 1996; no headcount impact or charge disclosed. Announcement date approximate (post-FY-end, pre-filing).
1996-04-30	acquisition_addition	completed					United States — central and eastern Virginia, northeast North Carolina	H&R Block Tax Services, Inc. — major franchise (Bay Colony, Ltd.)		subsequent_events f5-10k / MiMo-V2.6-Flash-fp8-HTML	Acquisition of Bay Colony, Ltd. completed after fiscal year-end 1996, comprising 145 offices and 33 satellite offices; employee headcount added not disclosed.

H&amp;R Block (HRB)

Geographic Segments

Business Unit / Product Segments

Major Customers (% of Revenue)

Operational KPIs

Financial advisors (advisors)

ARPU (arpu)

Assets under administration (aua)

Assets under management (aum)

Peace of Mind deferred revenue (backlog)

DIY net average charge growth (basket_size)

Loan sales (bookings)

Investment branch offices (branches)

Committed credit facility (capacity)

Representation and warranty claims received (claims_count)

Fee-based accounts (customers)

H&R Block branded bank card accounts (customers_served)

Customer banking deposits (deposits)

Employee engagement (engagement)

RSM McGladrey employees (headcount)

Mortgage loans held for sale (inventory_units)

Mortgage servicing portfolio (loans_outstanding)

Loan loss reserve as % of mortgage loans (loss_ratio)

Assets added via partners (net_flows)

Net interest margin (net_interest_margin)

Non-accrual loans (nonperforming_loans)

RSM McGladrey offices (offices)

Commitments to fund mortgage loans (order_book)

Mortgage loans originated (orders_received)

30+ days past due (other)

AFS securities to be liquidated (other)

Accounting firms in Business services (other)

Accrued contingent losses (other)

Accrued litigation liabilities (other)

Accrued representation and warranty liability (other)

Accuracy guarantee liability (other)

Active tax partners (other)

Adjustable-rate mortgage share (other)

Adjusted EBITDA (other)

Adjusted net worth (other)

Advisor production revenue (other)

Advisor productivity (other)

Allowance for credit losses (other)

Allowance for doubtful accounts (other)

Allowance for loan losses (other)

Allowance for loan losses ratio (other)

Amortization of intangible assets (other)

Annualized pretax return on average assets (other)

Annualized productivity per advisor (other)

Antidilutive shares excluded (other)

Assisted net average charge (other)

Assisted return volume (other)

Assisted return volume growth (other)

Assisted returns growth (other)

Assisted tax return volume (other)

Assisted tax return volume change (other)

Assisted tax return volume growth (other)

Assisted tax returns (other)

Assisted tax returns prepared (other)

Assisted volume growth (other)

Australian returns prepared (other)

Australian tax returns (other)

Australian tax returns prepared (other)

Available-for-sale securities (other)

Average FICO score (other)

Average advisor productivity (other)

Average assets per account (other)

Average assets per active account (other)

Average assets per active fee-based account (other)

Average assets per brokerage account (other)

Average assets per fee-based account (other)

Average assets per fee-based active account (other)

Average assets per traditional brokerage account (other)

Average charge per return (other)

Average client payable balances (other)

Average commission per trade (other)

Average customer payable balances (other)

Average customer payables (other)

Average debt-to-income ratio (other)

Average delinquency rate (other)

H&R Block (HRB)